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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 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B 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 (1.57) and AIERX (1.52) have similar cost to investors . AIERX is a more actively managed with annual turnover of: 50.00 vs. AEPCX (35.00). 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 : 13.48 vs. AIERX (0.11). AEPCX return over 5 years is better than : -5.59 vs. AIERX (-30.12).
| AEPCX | AIERX | AEPCX / AIERX | |
| Total Expense Ratio | 1.57 | 1.52 | 103% |
| Annual Report Gross Expense Ratio | 1.57 | 1.52 | 103% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 11.217 | 10.399 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.93B | 7,106% |
| Annual Yield % from dividends | 2.06 | 1.58 | 130% |
| Returns for 1 year | 13.48 | 0.11 | 11,901% |
| Returns for 3 years | 28.39 | 9.96 | 285% |
| Returns for 5 years | -5.59 | -30.12 | 19% |
| Returns for 10 years | 51.98 | -21.07 | -247% |
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