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AEPFX vs CIGRX
AEPFX vs CIGRX Comparison
Open Charts AEPFX vs CIGRX
AEPFX vs CIGRX Comparison Chart in %
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AEPFX vs. CIGRX 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 CIGRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. CIGRX (370M). AEPFX pays higher dividends than CIGRX: AEPFX (2.70) vs CIGRX (0.16). AEPFX was incepted earlier than CIGRX: AEPFX (18 years) vs CIGRX (21 years). CIGRX (1.47) is less costly to investors than AEPFX (0.59). CIGRX is a more actively managed with annual turnover of: 170.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than CIGRX: AEPFX (250) vs CIGRX (2500). CIGRX annual gain was more profitable for investors over the last year : 13.69 vs. AEPFX (5.78). AEPFX return over 5 years is better than : -3.46 vs. CIGRX (-5.16).
| AEPFX | CIGRX | AEPFX / CIGRX | |
| Total Expense Ratio | 0.59 | 1.20 | 49% |
| Annual Report Gross Expense Ratio | 0.59 | 1.47 | 40% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 2.701 | 21.537 | 13% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 370M | 38,108% |
| Annual Yield % from dividends | 2.70 | 0.16 | 1,657% |
| Returns for 1 year | 5.78 | 13.69 | 42% |
| Returns for 3 years | 17.67 | 43.04 | 41% |
| Returns for 5 years | -3.46 | -5.16 | 67% |
| Returns for 10 years | 53.95 | 60.48 | 89% |
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