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AEPFX vs RERBX
AEPFX vs RERBX Comparison
Open Charts AEPFX vs RERBX
AEPFX vs RERBX Comparison Chart in %
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AEPFX vs. RERBX 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 Buy and RERBX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX (141B) and RERBX (141B) have equal amount of cash in the bank . AEPFX pays higher dividends than RERBX: AEPFX (2.70) vs RERBX (2.23). AEPFX was incepted earlier than RERBX: AEPFX (18 years) vs RERBX (24 years). RERBX (1.57) is less costly to investors than AEPFX (0.59). AEPFX (50.00) and RERBX (50.00) have comparable annual turnover. AEPFX (250) and RERBX (250) have matching initial minimum investment requirements. AEPFX annual gain was more profitable for investors over the last year : 5.78 vs. RERBX (3.79). AEPFX return over 5 years is better than : -3.46 vs. RERBX (-10.18).
| AEPFX | RERBX | AEPFX / RERBX | |
| Total Expense Ratio | 0.59 | 1.57 | 38% |
| Annual Report Gross Expense Ratio | 0.59 | 1.57 | 38% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.701 | 1.747 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 141B | 100% |
| Annual Yield % from dividends | 2.70 | 2.23 | 121% |
| Returns for 1 year | 5.78 | 3.79 | 153% |
| Returns for 3 years | 17.67 | 12.63 | 140% |
| Returns for 5 years | -3.46 | -10.18 | 34% |
| Returns for 10 years | 53.95 | 36.66 | 147% |
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