Interact to see
Advertisement
Advertisement
AEPGX vs SGQIX
AEPGX vs SGQIX Comparison
Open Charts AEPGX vs SGQIX
AEPGX vs SGQIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. SGQIX commentary
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. SGQIX (499M). 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: 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 : 13.88 vs. AEPGX (10.63). SGQIX return over 5 years is better than : 8.51 vs. AEPGX (-5.44).
| 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 | 3.966 | 9.124 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 499M | 28,657% |
| Annual Yield % from dividends | 2.47 | 1.23 | 202% |
| Returns for 1 year | 10.63 | 13.88 | 77% |
| Returns for 3 years | 23.43 | 42.15 | 56% |
| Returns for 5 years | -5.44 | 8.51 | -64% |
| Returns for 10 years | 57.75 | 102.17 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement