Interact to see
Advertisement
Advertisement
AEPGX vs FIGRX
AEPGX vs FIGRX Comparison
Open Charts AEPGX vs FIGRX
American Funds EUPAC A
Price$66.13
Change+$0.86 (+1.32%)
VolumeN/A
Net Assets137.06B
Fidelity International Discovery
Price$60.50
Change+$0.55 (+0.92%)
VolumeN/A
Net Assets11.82B
AEPGX vs FIGRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FIGRX commentary
Oct 21, 2025
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 FIGRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIGRX (11.8B). FIGRX pays higher dividends than AEPGX: FIGRX (2.30) vs AEPGX (0.65). AEPGX was incepted earlier than FIGRX: AEPGX (42 years) vs FIGRX (39 years). AEPGX (0.83) is less costly to investors than FIGRX (0.58). FIGRX is a more actively managed with annual turnover of: 44.00 vs. AEPGX (35.00). FIGRX has a lower initial minimum investment than AEPGX: FIGRX (0) vs AEPGX (250). FIGRX annual gain was more profitable for investors over the last year : 19.09 vs. AEPGX (11.81). FIGRX return over 5 years is better than : 32.94 vs. AEPGX (15.06).
| AEPGX | FIGRX | AEPGX / FIGRX | |
| Total Expense Ratio | 0.83 | 0.58 | 143% |
| Annual Report Gross Expense Ratio | 0.83 | 0.58 | 143% |
| Fund Existence | 42 years | 39 years | - |
| Gain YTD | 23.101 | 25.130 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 11.8B | 1,161% |
| Annual Yield % from dividends | 0.65 | 2.30 | 28% |
| Returns for 1 year | 11.81 | 19.09 | 62% |
| Returns for 3 years | 50.41 | 75.05 | 67% |
| Returns for 5 years | 15.06 | 32.94 | 46% |
| Returns for 10 years | 42.29 | 62.63 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SEPW | 31.32 | 0.10 | +0.33% |
| AllianzIM U.S. Large Cp Buffer20 Sep ETF | |||
| XCLR | 29.89 | 0.06 | +0.20% |
| Global X S&P 500® Collar 95-110 ETF | |||
| VTEC | 100.38 | 0.14 | +0.14% |
| Vanguard California Tax-Exempt Bond ETF | |||
| CXH | 7.96 | N/A | N/A |
| MFS Investment Grade Municipal Trust | |||
| LITL | 27.86 | N/A | N/A |
| Simplify Piper Sandler Us Small-Cap Plus Income ETF | |||