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AEPFX vs AIGIX
AEPFX vs AIGIX Comparison
Open Charts AEPFX vs AIGIX
AEPFX vs AIGIX Comparison Chart in %
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AEPFX vs. AIGIX 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 AIGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIGIX (182M). AEPFX pays higher dividends than AIGIX: AEPFX (2.70) vs AIGIX (0.84). AEPFX was incepted earlier than AIGIX: AEPFX (18 years) vs AIGIX (13 years). AIGIX (1.27) is less costly to investors than AEPFX (0.59). AIGIX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (50.00). 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 : 5.78 vs. AIGIX (2.20). AEPFX return over 5 years is better than : -3.46 vs. AIGIX (-5.96).
| AEPFX | AIGIX | AEPFX / AIGIX | |
| Total Expense Ratio | 0.59 | 1.27 | 46% |
| Annual Report Gross Expense Ratio | 0.59 | 1.27 | 46% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 2.701 | 12.079 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 182M | 77,473% |
| Annual Yield % from dividends | 2.70 | 0.84 | 320% |
| Returns for 1 year | 5.78 | 2.20 | 263% |
| Returns for 3 years | 17.67 | 24.57 | 72% |
| Returns for 5 years | -3.46 | -5.96 | 58% |
| Returns for 10 years | 53.95 | 80.24 | 67% |
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