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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
Sep 12, 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 Buy and AIGIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. AIGIX (178M). AEPFX pays higher dividends than AIGIX: AEPFX (2.64) vs AIGIX (0.86). 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 : 4.84 vs. AIGIX (-2.74). AEPFX return over 5 years is better than : -2.16 vs. AIGIX (-14.55).
| 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 | 7.092 | 9.814 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 178M | 78,652% |
| Annual Yield % from dividends | 2.64 | 0.86 | 307% |
| Returns for 1 year | 4.84 | -2.74 | -177% |
| Returns for 3 years | 29.39 | 28.08 | 105% |
| Returns for 5 years | -2.16 | -14.55 | 15% |
| Returns for 10 years | 56.42 | 76.11 | 74% |
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