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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
Sep 10, 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 CIGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. CIGRX (372M). AEPFX pays higher dividends than CIGRX: AEPFX (2.64) vs CIGRX (0.17). AEPFX was incepted earlier than CIGRX: AEPFX (18 years) vs CIGRX (22 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 : 12.09 vs. AEPFX (8.16). AEPFX return over 5 years is better than : -0.85 vs. CIGRX (-8.47).
| 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 | 22 years | - |
| Gain YTD | 8.732 | 22.503 | 39% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 372M | 37,634% |
| Annual Yield % from dividends | 2.64 | 0.17 | 1,513% |
| Returns for 1 year | 8.16 | 12.09 | 68% |
| Returns for 3 years | 31.50 | 53.46 | 59% |
| Returns for 5 years | -0.85 | -8.47 | 10% |
| Returns for 10 years | 56.65 | 58.59 | 97% |
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