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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
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 SGQIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. SGQIX (492M). AEPGX pays higher dividends than SGQIX: AEPGX (2.53) vs SGQIX (1.22). 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: 50.00 vs. SGQIX (11.00). AEPGX has a lower initial minimum investment than SGQIX: AEPGX (250) vs SGQIX (1000000). SGQIX annual gain was more profitable for investors over the last year : 8.76 vs. AEPGX (5.55). SGQIX return over 5 years is better than : 5.85 vs. AEPGX (-5.69).
| 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 | 2.578 | 7.442 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 492M | 28,659% |
| Annual Yield % from dividends | 2.53 | 1.22 | 208% |
| Returns for 1 year | 5.55 | 8.76 | 63% |
| Returns for 3 years | 16.83 | 33.15 | 51% |
| Returns for 5 years | -5.69 | 5.85 | -97% |
| Returns for 10 years | 45.72 | 89.75 | 51% |
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