AEPGX
Price
$65.04
Change
+$0.07 (+0.11%)
Updated
Sep 4 closing price
Net Assets
137.41B
SGQCX
Price
$45.35
Change
+$0.18 (+0.40%)
Updated
Sep 4 closing price
Net Assets
496.7M
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AEPGX vs SGQCX

AEPGX vs SGQCX Comparison Chart in %
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AEPGX vs. SGQCX commentary
Sep 09, 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 Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. SGQCX (497M). AEPGX pays higher dividends than SGQCX: AEPGX (2.48) 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 (8.15) and SGQCX (8.11) have marching annual gain over last year. SGQCX return over 5 years is better than : -4.24 vs. AEPGX (-4.71).
AEPGXSGQCXAEPGX / SGQCX
Total Expense Ratio0.831.9443%
Annual Report Gross Expense Ratio0.832.2237%
Fund Existence42 years25 years-
Gain YTD7.4868.72786%
Front Load6%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets137B497M27,565%
Annual Yield % from dividends2.480.141,791%
Returns for 1 year8.158.11100%
Returns for 3 years27.8337.3674%
Returns for 5 years-4.71-4.24111%
Returns for 10 years44.4067.2466%
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