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AEPCX vs AIGIX
AEPCX vs AIGIX Comparison
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AEPCX vs AIGIX Comparison Chart in %
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AEPCX vs. AIGIX commentary
Aug 23, 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 StrongBuy and AIGIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIGIX (184M). AEPCX pays higher dividends than AIGIX: AEPCX (2.13) vs AIGIX (0.87). 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 : 7.17 vs. AIGIX (2.75). AEPCX return over 5 years is better than : -3.27 vs. AIGIX (-7.85).
| AEPCX | AIGIX | AEPCX / AIGIX | |
| Total Expense Ratio | 1.58 | 1.27 | 124% |
| Annual Report Gross Expense Ratio | 1.58 | 1.27 | 124% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 7.184 | 12.682 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.13 | 0.87 | 245% |
| Returns for 1 year | 7.17 | 2.75 | 260% |
| Returns for 3 years | 26.10 | 31.27 | 83% |
| Returns for 5 years | -3.27 | -7.85 | 42% |
| Returns for 10 years | 40.04 | 75.86 | 53% |
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