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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
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 IGFRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. IGFRX (1.88B). AEPCX (2.11) and IGFRX (2.06) have matching dividends . AEPCX was incepted earlier than IGFRX: AEPCX (25 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 : 4.09 vs. IGFRX (-0.13). AEPCX return over 5 years is better than : -9.69 vs. IGFRX (-26.40).
| AEPCX | IGFRX | AEPCX / IGFRX | |
| Total Expense Ratio | 1.58 | 0.86 | 184% |
| Annual Report Gross Expense Ratio | 1.58 | 0.86 | 184% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 1.869 | 9.788 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,488% |
| Annual Yield % from dividends | 2.11 | 2.06 | 103% |
| Returns for 1 year | 4.09 | -0.13 | -3,251% |
| Returns for 3 years | 13.07 | 8.62 | 152% |
| Returns for 5 years | -9.69 | -26.40 | 37% |
| Returns for 10 years | 37.90 | -14.06 | -270% |
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