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AEPGX vs SGQCX
AEPGX vs SGQCX Comparison
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AEPGX vs SGQCX Comparison Chart in %
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AEPGX vs. SGQCX commentary
Jun 15, 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 SGQCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. SGQCX (493M). AEPGX pays higher dividends than SGQCX: AEPGX (2.47) vs SGQCX (0.14). AEPGX was incepted earlier than SGQCX: AEPGX (42 years) vs SGQCX (25 years). SGQCX (2.22) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. SGQCX (11.00). AEPGX has a lower initial minimum investment than SGQCX: AEPGX (250) vs SGQCX (1000). AEPGX annual gain was more profitable for investors over the last year : 14.30 vs. SGQCX (7.02). SGQCX return over 5 years is better than : -0.29 vs. AEPGX (-4.33).
| AEPGX | SGQCX | AEPGX / SGQCX | |
| Total Expense Ratio | 0.83 | 1.94 | 43% |
| Annual Report Gross Expense Ratio | 0.83 | 2.22 | 37% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 9.817 | 6.473 | 152% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 493M | 29,006% |
| Annual Yield % from dividends | 2.47 | 0.14 | 1,770% |
| Returns for 1 year | 14.30 | 7.02 | 204% |
| Returns for 3 years | 27.46 | 31.79 | 86% |
| Returns for 5 years | -4.33 | -0.29 | 1,512% |
| Returns for 10 years | 65.13 | 72.73 | 90% |
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