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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
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 IGFRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. IGFRX (1.9B). AEPCX (2.13) and IGFRX (2.07) 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 : 7.17 vs. IGFRX (2.23). AEPCX return over 5 years is better than : -3.27 vs. IGFRX (-22.14).
| 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 | 7.184 | 12.512 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.13 | 2.07 | 103% |
| Returns for 1 year | 7.17 | 2.23 | 322% |
| Returns for 3 years | 26.10 | 19.15 | 136% |
| Returns for 5 years | -3.27 | -22.14 | 15% |
| Returns for 10 years | 40.04 | -14.32 | -280% |
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