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AEPCX vs IGFRX
AEPCX vs IGFRX Comparison
Open Charts AEPCX vs IGFRX
AEPCX vs IGFRX Comparison Chart in %
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AEPCX vs. IGFRX commentary
Sep 12, 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 Buy and IGFRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. IGFRX (1.85B). AEPCX (2.07) and IGFRX (2.04) have matching dividends . AEPCX was incepted earlier than IGFRX: AEPCX (26 years) vs IGFRX (14 years). AEPCX (1.58) is less costly to investors than IGFRX (0.86). AEPCX (50.00) and IGFRX (50.00) have comparable annual turnover. AEPCX has a lower initial minimum investment than IGFRX: AEPCX (250) vs IGFRX (1000000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. IGFRX (-2.44). AEPCX return over 5 years is better than : -8.48 vs. IGFRX (-26.42).
| AEPCX | IGFRX | AEPCX / IGFRX | |
| Total Expense Ratio | 1.58 | 0.86 | 184% |
| Annual Report Gross Expense Ratio | 1.58 | 0.86 | 184% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 6.041 | 10.111 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.85B | 7,576% |
| Annual Yield % from dividends | 2.07 | 2.04 | 102% |
| Returns for 1 year | 3.15 | -2.44 | -129% |
| Returns for 3 years | 24.32 | 15.65 | 155% |
| Returns for 5 years | -8.48 | -26.42 | 32% |
| Returns for 10 years | 40.12 | -13.88 | -289% |
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