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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
Jul 14, 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: 141B vs. AIERX (1.88B). AEPFX pays higher dividends than AIERX: AEPFX (2.70) vs AIERX (1.57). 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 : 5.78 vs. AIERX (-1.60). AEPFX return over 5 years is better than : -3.46 vs. AIERX (-30.47).
| 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 | 2.701 | 9.463 | 29% |
| 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 | 7,488% |
| Annual Yield % from dividends | 2.70 | 1.57 | 172% |
| Returns for 1 year | 5.78 | -1.60 | -361% |
| Returns for 3 years | 17.67 | 5.37 | 329% |
| Returns for 5 years | -3.46 | -30.47 | 11% |
| Returns for 10 years | 53.95 | -20.58 | -262% |
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