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AEPCX vs AIERX
AEPCX vs AIERX Comparison
Open Charts AEPCX vs AIERX
AEPCX vs AIERX Comparison Chart in %
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AEPCX vs. AIERX 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 AEPCX is a Hold and AIERX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AIERX (1.93B). AEPCX pays higher dividends than AIERX: AEPCX (2.06) vs AIERX (1.58). AEPCX was incepted earlier than AIERX: AEPCX (25 years) vs AIERX (24 years). AEPCX (1.58) and AIERX (1.52) have similar cost to investors . AEPCX (50.00) and AIERX (50.00) have comparable annual turnover. AEPCX has a lower initial minimum investment than AIERX: AEPCX (250) vs AIERX (1000). AEPCX annual gain was more profitable for investors over the last year : 9.08 vs. AIERX (2.95). AEPCX return over 5 years is better than : -9.45 vs. AIERX (-28.95).
| AEPCX | AIERX | AEPCX / AIERX | |
| Total Expense Ratio | 1.58 | 1.52 | 104% |
| Annual Report Gross Expense Ratio | 1.58 | 1.52 | 104% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.272 | 11.385 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,409% |
| Annual Yield % from dividends | 2.06 | 1.58 | 130% |
| Returns for 1 year | 9.08 | 2.95 | 308% |
| Returns for 3 years | 19.46 | 11.15 | 174% |
| Returns for 5 years | -9.45 | -28.95 | 33% |
| Returns for 10 years | 49.26 | -15.02 | -328% |
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