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AEPGX vs SGQIX
AEPGX vs SGQIX Comparison
Open Charts AEPGX vs SGQIX
AEPGX vs SGQIX Comparison Chart in %
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AEPGX vs. SGQIX commentary
Jun 03, 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 SGQIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. SGQIX (500M). AEPGX pays higher dividends than SGQIX: AEPGX (2.47) vs SGQIX (1.23). AEPGX was incepted earlier than SGQIX: AEPGX (42 years) vs SGQIX (18 years). SGQIX (0.92) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. SGQIX (11.00). AEPGX has a lower initial minimum investment than SGQIX: AEPGX (250) vs SGQIX (1000000). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. SGQIX (11.66). SGQIX return over 5 years is better than : 8.48 vs. AEPGX (-1.55).
| AEPGX | SGQIX | AEPGX / SGQIX | |
| Total Expense Ratio | 0.83 | 0.92 | 90% |
| Annual Report Gross Expense Ratio | 0.83 | 0.92 | 90% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 11.585 | 8.406 | 138% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 500M | 27,400% |
| Annual Yield % from dividends | 2.47 | 1.23 | 202% |
| Returns for 1 year | 14.87 | 11.66 | 127% |
| Returns for 3 years | 32.29 | 39.92 | 81% |
| Returns for 5 years | -1.55 | 8.48 | -18% |
| Returns for 10 years | 60.12 | 89.04 | 68% |
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