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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
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 AEPGX is a StrongBuy and AIERX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIERX (1.9B). AEPGX pays higher dividends than AIERX: AEPGX (2.56) 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). AEPGX (50.00) and AIERX (50.00) have comparable annual turnover. 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 : 8.66 vs. AIERX (0.66). AEPGX return over 5 years is better than : 1.00 vs. AIERX (-26.47).
| 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 | 8.015 | 12.075 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.56 | 1.58 | 162% |
| Returns for 1 year | 8.66 | 0.66 | 1,313% |
| Returns for 3 years | 30.30 | 15.47 | 196% |
| Returns for 5 years | 1.00 | -26.47 | -4% |
| Returns for 10 years | 47.95 | -20.83 | -230% |
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