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AEPFX vs RERGX
AEPFX vs RERGX Comparison
Open Charts AEPFX vs RERGX
AEPFX vs RERGX Comparison Chart in %
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AEPFX vs. RERGX commentary
Aug 24, 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 RERGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX (137B) and RERGX (137B) have equal amount of cash in the bank . RERGX (2.78) and AEPFX (2.72) have matching dividends . AEPFX was incepted earlier than RERGX: AEPFX (18 years) vs RERGX (17 years). AEPFX (0.59) is less costly to investors than RERGX (0.47). AEPFX (50.00) and RERGX (50.00) have comparable annual turnover. AEPFX (250) and RERGX (250) have matching initial minimum investment requirements. RERGX (9.09) and AEPFX (8.91) have marching annual gain over last year. AEPFX return over 5 years is better than : 3.40 vs. RERGX (2.60).
| AEPFX | RERGX | AEPFX / RERGX | |
| Total Expense Ratio | 0.59 | 0.47 | 126% |
| Annual Report Gross Expense Ratio | 0.59 | 0.47 | 126% |
| Fund Existence | 18 years | 17 years | - |
| Gain YTD | 8.169 | 8.270 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 137B | 100% |
| Annual Yield % from dividends | 2.72 | 2.78 | 98% |
| Returns for 1 year | 8.91 | 9.09 | 98% |
| Returns for 3 years | 31.21 | 31.77 | 98% |
| Returns for 5 years | 3.40 | 2.60 | 131% |
| Returns for 10 years | 56.30 | 50.57 | 111% |
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