AEPFX
Price
$63.01
Change
-$0.03 (-0.05%)
Updated
Jul 10 closing price
Net Assets
140.66B
RERHX
Price
$61.52
Change
-$1.03 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
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AEPFX vs RERHX

AEPFX vs RERHX Comparison Chart in %
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AEPFX vs. RERHX 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 RERHX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPFX (141B) and RERHX (141B) have equal amount of cash in the bank . AEPFX (2.70) and RERHX (2.69) have matching dividends . AEPFX was incepted earlier than RERHX: AEPFX (18 years) vs RERHX (11 years). RERHX (0.62) and AEPFX (0.59) have similar cost to investors . AEPFX (50.00) and RERHX (50.00) have comparable annual turnover. AEPFX (250) and RERHX (250) have matching initial minimum investment requirements. AEPFX (5.78) and RERHX (5.63) have marching annual gain over last year. AEPFX return over 5 years is better than : -3.46 vs. RERHX (-5.09).
AEPFXRERHXAEPFX / RERHX
Total Expense Ratio0.590.6295%
Annual Report Gross Expense Ratio0.590.6295%
Fund Existence18 years11 years-
Gain YTD2.7012.636102%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets141B141B100%
Annual Yield % from dividends2.702.69100%
Returns for 1 year5.785.63103%
Returns for 3 years17.6717.33102%
Returns for 5 years-3.46-5.0968%
Returns for 10 years53.9546.17117%
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