AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
AIGIX
Price
$21.72
Change
-$0.55 (-2.47%)
Updated
Jul 13 closing price
Net Assets
182.43M
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AEPCX vs AIGIX

AEPCX vs AIGIX Comparison Chart in %
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AEPCX vs. AIGIX 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 AEPCX is a Hold and AIGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AIGIX (182M). AEPCX pays higher dividends than AIGIX: AEPCX (2.11) vs AIGIX (0.84). AEPCX was incepted earlier than AIGIX: AEPCX (25 years) vs AIGIX (13 years). AEPCX (1.58) is less costly to investors than AIGIX (1.27). AIGIX is a more actively managed with annual turnover of: 92.29 vs. AEPCX (50.00). AIGIX has a lower initial minimum investment than AEPCX: AIGIX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 4.09 vs. AIGIX (2.20). AIGIX return over 5 years is better than : -5.96 vs. AEPCX (-9.69).
AEPCXAIGIXAEPCX / AIGIX
Total Expense Ratio1.581.27124%
Annual Report Gross Expense Ratio1.581.27124%
Fund Existence25 years13 years-
Gain YTD1.86912.07915%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B182M77,473%
Annual Yield % from dividends2.110.84251%
Returns for 1 year4.092.20186%
Returns for 3 years13.0724.5753%
Returns for 5 years-9.69-5.96162%
Returns for 10 years37.9080.2447%
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