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AEPGX vs SGQAX
AEPGX vs SGQAX Comparison
Open Charts AEPGX vs SGQAX
AEPGX vs SGQAX Comparison Chart in %
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AEPGX vs. SGQAX commentary
Jul 14, 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 Hold and SGQAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. SGQAX (492M). AEPGX pays higher dividends than SGQAX: AEPGX (2.53) vs SGQAX (0.93). AEPGX was incepted earlier than SGQAX: AEPGX (42 years) vs SGQAX (25 years). SGQAX (1.21) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. SGQAX (11.00). AEPGX (6%) and SGQAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than SGQAX: AEPGX (250) vs SGQAX (1000). SGQAX annual gain was more profitable for investors over the last year : 8.47 vs. AEPGX (5.55). SGQAX return over 5 years is better than : 4.42 vs. AEPGX (-5.69).
| AEPGX | SGQAX | AEPGX / SGQAX | |
| Total Expense Ratio | 0.83 | 1.19 | 70% |
| Annual Report Gross Expense Ratio | 0.83 | 1.21 | 69% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 2.578 | 7.269 | 35% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 492M | 28,659% |
| Annual Yield % from dividends | 2.53 | 0.93 | 272% |
| Returns for 1 year | 5.55 | 8.47 | 65% |
| Returns for 3 years | 16.83 | 32.12 | 52% |
| Returns for 5 years | -5.69 | 4.42 | -129% |
| Returns for 10 years | 45.72 | 84.20 | 54% |
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