Interact to see
Advertisement
Advertisement
AEPFX vs AIGIX
AEPFX vs AIGIX Comparison
Open Charts AEPFX vs AIGIX
AEPFX vs AIGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| AEPFX | AIGIX | AEPFX / AIGIX | |
| Total Expense Ratio | 0.58 | 1.27 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.27 | 46% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 11.682 | 10.669 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 180M | 76,111% |
| Annual Yield % from dividends | 2.64 | 0.87 | 303% |
| Returns for 1 year | 15.11 | 3.36 | 450% |
| Returns for 3 years | 33.24 | 30.60 | 109% |
| Returns for 5 years | 0.76 | -4.59 | -17% |
| Returns for 10 years | 69.19 | 75.42 | 92% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement