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AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
AEPFX vs AIERX Comparison Chart in %
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AEPFX vs. AIERX commentary
Jun 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 AEPFX is a Hold and AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIERX (1.93B). AEPFX pays higher dividends than AIERX: AEPFX (2.64) vs AIERX (1.58). AEPFX was incepted earlier than AIERX: AEPFX (18 years) vs AIERX (24 years). AIERX (1.52) is less costly to investors than AEPFX (0.58). AIERX is a more actively managed with annual turnover of: 50.00 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than AIERX: AEPFX (250) vs AIERX (1000). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. AIERX (0.11). AEPFX return over 5 years is better than : 0.76 vs. AIERX (-30.12).
| AEPFX | AIERX | AEPFX / AIERX | |
| Total Expense Ratio | 0.58 | 1.52 | 38% |
| Annual Report Gross Expense Ratio | 0.58 | 1.52 | 38% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 11.682 | 10.399 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.93B | 7,106% |
| Annual Yield % from dividends | 2.64 | 1.58 | 166% |
| Returns for 1 year | 15.11 | 0.11 | 13,335% |
| Returns for 3 years | 33.24 | 9.96 | 334% |
| Returns for 5 years | 0.76 | -30.12 | -3% |
| Returns for 10 years | 69.19 | -21.07 | -328% |
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