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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
Aug 23, 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 StrongBuy and AIGIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIGIX (184M). AEPFX pays higher dividends than AIGIX: AEPFX (2.72) 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 (0.59). 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 : 8.91 vs. AIGIX (2.75). AEPFX return over 5 years is better than : 3.40 vs. AIGIX (-7.85).
| 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 | 8.169 | 12.682 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 184M | 74,457% |
| Annual Yield % from dividends | 2.72 | 0.87 | 313% |
| Returns for 1 year | 8.91 | 2.75 | 324% |
| Returns for 3 years | 31.21 | 31.27 | 100% |
| Returns for 5 years | 3.40 | -7.85 | -43% |
| Returns for 10 years | 56.30 | 75.86 | 74% |
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