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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B 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 (0.59). AEPFX (50.00) and AIERX (50.00) have comparable annual turnover. 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 : 10.87 vs. AIERX (2.95). AEPFX return over 5 years is better than : -3.20 vs. AIERX (-28.95).
| AEPFX | AIERX | AEPFX / AIERX | |
| Total Expense Ratio | 0.59 | 1.52 | 39% |
| Annual Report Gross Expense Ratio | 0.59 | 1.52 | 39% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 4.076 | 11.385 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,409% |
| Annual Yield % from dividends | 2.64 | 1.58 | 166% |
| Returns for 1 year | 10.87 | 2.95 | 368% |
| Returns for 3 years | 24.32 | 11.15 | 218% |
| Returns for 5 years | -3.20 | -28.95 | 11% |
| Returns for 10 years | 66.65 | -15.02 | -444% |
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