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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
Aug 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 StrongBuy and AIERX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIERX (1.9B). AEPFX pays higher dividends than AIERX: AEPFX (2.72) 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 : 8.91 vs. AIERX (0.66). AEPFX return over 5 years is better than : 3.40 vs. AIERX (-26.47).
| 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 | 8.169 | 12.075 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.72 | 1.58 | 173% |
| Returns for 1 year | 8.91 | 0.66 | 1,350% |
| Returns for 3 years | 31.21 | 15.47 | 202% |
| Returns for 5 years | 3.40 | -26.47 | -13% |
| Returns for 10 years | 56.30 | -20.83 | -270% |
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