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AEPGX vs AIERX
AEPGX vs AIERX Comparison
Open Charts AEPGX vs AIERX
AEPGX vs AIERX Comparison Chart in %
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AEPGX vs. AIERX commentary
Jun 04, 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 AEPGX is a Hold and AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIERX (1.93B). AEPGX pays higher dividends than AIERX: AEPGX (2.47) vs AIERX (1.58). AEPGX was incepted earlier than AIERX: AEPGX (42 years) vs AIERX (24 years). AIERX (1.52) is less costly to investors than AEPGX (0.83). AIERX is a more actively managed with annual turnover of: 50.00 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than AIERX: AEPGX (250) vs AIERX (1000). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. AIERX (0.11). AEPGX return over 5 years is better than : -1.55 vs. AIERX (-30.12).
| AEPGX | AIERX | AEPGX / AIERX | |
| Total Expense Ratio | 0.83 | 1.52 | 55% |
| Annual Report Gross Expense Ratio | 0.83 | 1.52 | 55% |
| Fund Existence | 42 years | 24 years | - |
| Gain YTD | 11.585 | 10.399 | 111% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.93B | 7,106% |
| Annual Yield % from dividends | 2.47 | 1.58 | 156% |
| Returns for 1 year | 14.87 | 0.11 | 13,127% |
| Returns for 3 years | 32.29 | 9.96 | 324% |
| Returns for 5 years | -1.55 | -30.12 | 5% |
| Returns for 10 years | 60.12 | -21.07 | -285% |
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