AEPCX
Price
$59.73
Change
-$0.15 (-0.25%)
Updated
Jul 2 closing price
Net Assets
143.2B
OIGNX
Price
$25.16
Change
-$0.09 (-0.36%)
Updated
Jul 2 closing price
Net Assets
3.35B
Interact to see
Advertisement

AEPCX vs OIGNX

AEPCX vs OIGNX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. OIGNX commentary
Jul 04, 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 OIGNX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. OIGNX (3.35B). AEPCX pays higher dividends than OIGNX: AEPCX (2.11) vs OIGNX (0.21). AEPCX was incepted earlier than OIGNX: AEPCX (25 years) vs OIGNX (25 years). AEPCX (1.58) is less costly to investors than OIGNX (1.40). AEPCX is a more actively managed with annual turnover of: 50.00 vs. OIGNX (34.00). AEPCX has a lower initial minimum investment than OIGNX: AEPCX (250) vs OIGNX (1000). AEPCX annual gain was more profitable for investors over the last year : 5.43 vs. OIGNX (-26.68). AEPCX return over 5 years is better than : -8.77 vs. OIGNX (-49.06).
AEPCXOIGNXAEPCX / OIGNX
Total Expense Ratio1.581.40113%
Annual Report Gross Expense Ratio1.581.40113%
Fund Existence25 years25 years-
Gain YTD3.3934.13982%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets143B3.35B4,269%
Annual Yield % from dividends2.110.211,025%
Returns for 1 year5.43-26.68-20%
Returns for 3 years17.84-31.48-57%
Returns for 5 years-8.77-49.0618%
Returns for 10 years44.80-26.11-172%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FUQIX26.230.08
+0.31%
Fidelity SAI US Quality Index
PEQZX28.18-0.15
-0.53%
PGIM Jennison Blend Z
LRSFX17.24-0.13
-0.75%
Lord Abbett Small Cap Value F
AMAFX12.45-0.11
-0.88%
American Century Small Cap Dividend I
ALARX60.71-0.81
-1.32%
Alger Capital Appreciation Instl I