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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 03, 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 Buy and AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIERX (1.88B). 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 : 8.51 vs. AIERX (1.45). AEPFX return over 5 years is better than : -0.90 vs. AIERX (-29.09).
| 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 | 4.060 | 9.857 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,508% |
| Annual Yield % from dividends | 2.72 | 1.58 | 173% |
| Returns for 1 year | 8.51 | 1.45 | 587% |
| Returns for 3 years | 19.36 | 6.87 | 282% |
| Returns for 5 years | -0.90 | -29.09 | 3% |
| Returns for 10 years | 54.97 | -20.81 | -264% |
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