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AEPGX vs FZAJX
AEPGX vs FZAJX Comparison
Open Charts AEPGX vs FZAJX
AEPGX vs FZAJX Comparison Chart in %
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AEPGX vs. FZAJX commentary
Sep 13, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPGX is a Buy and FZAJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FZAJX (6.49B). AEPGX pays higher dividends than FZAJX: AEPGX (2.48) vs FZAJX (0.80). AEPGX was incepted earlier than FZAJX: AEPGX (42 years) vs FZAJX (13 years). AEPGX (0.83) is less costly to investors than FZAJX (0.77). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FZAJX (39.00). FZAJX has a lower initial minimum investment than AEPGX: FZAJX (0) vs AEPGX (250). FZAJX annual gain was more profitable for investors over the last year : 4.95 vs. AEPGX (4.61). FZAJX return over 5 years is better than : 14.94 vs. AEPGX (-4.41).
| AEPGX | FZAJX | AEPGX / FZAJX | |
| Total Expense Ratio | 0.83 | 0.77 | 108% |
| Annual Report Gross Expense Ratio | 0.83 | 0.77 | 108% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 6.924 | 6.667 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.49B | 2,157% |
| Annual Yield % from dividends | 2.48 | 0.80 | 309% |
| Returns for 1 year | 4.61 | 4.95 | 93% |
| Returns for 3 years | 28.47 | 41.58 | 68% |
| Returns for 5 years | -4.41 | 14.94 | -30% |
| Returns for 10 years | 48.08 | 121.59 | 40% |
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