AEPGX
Price
$62.99
Change
-$0.16 (-0.25%)
Updated
Jul 2 closing price
Net Assets
143.2B
SGQCX
Price
$44.66
Change
+$0.24 (+0.54%)
Updated
Jul 2 closing price
Net Assets
493.5M
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AEPGX vs SGQCX

AEPGX vs SGQCX Comparison Chart in %
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AEPGX vs. SGQCX commentary
Jul 05, 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 SGQCX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. SGQCX (494M). AEPGX pays higher dividends than SGQCX: AEPGX (2.53) 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). SGQCX (7.21) and AEPGX (6.92) have marching annual gain over last year. SGQCX return over 5 years is better than : -0.03 vs. AEPGX (-4.72).
AEPGXSGQCXAEPGX / SGQCX
Total Expense Ratio0.831.9443%
Annual Report Gross Expense Ratio0.832.2237%
Fund Existence42 years25 years-
Gain YTD4.0997.07358%
Front Load6%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets143B494M28,947%
Annual Yield % from dividends2.530.141,820%
Returns for 1 year6.927.2196%
Returns for 3 years21.7832.5767%
Returns for 5 years-4.72-0.0314,292%
Returns for 10 years52.9973.8472%
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