AEPFX
Price
$67.76
Change
+$0.36 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
AIGIX
Price
$21.99
Change
-$0.00 (-0.00%)
Updated
Jun 2 closing price
Net Assets
179.69M
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AEPFX vs AIGIX

Header iconAEPFX vs AIGIX Comparison
Open Charts AEPFX vs AIGIXBanner chart's image
AEPFX vs AIGIX Comparison Chart in %
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AEPFX vs. AIGIX 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 AIGIX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIGIX (180M). AEPFX pays higher dividends than AIGIX: AEPFX (2.64) vs AIGIX (0.87). AEPFX was incepted earlier than AIGIX: AEPFX (18 years) vs AIGIX (13 years). AIGIX (1.27) is less costly to investors than AEPFX (0.58). AIGIX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (35.00). AIGIX has a lower initial minimum investment than AEPFX: AIGIX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. AIGIX (3.36). AEPFX return over 5 years is better than : 0.76 vs. AIGIX (-4.59).
AEPFXAIGIXAEPFX / AIGIX
Total Expense Ratio0.581.2746%
Annual Report Gross Expense Ratio0.581.2746%
Fund Existence18 years13 years-
Gain YTD11.68210.669109%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B180M76,111%
Annual Yield % from dividends2.640.87303%
Returns for 1 year15.113.36450%
Returns for 3 years33.2430.60109%
Returns for 5 years0.76-4.59-17%
Returns for 10 years69.1975.4292%
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