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AEPGX vs AIERX
AEPGX vs AIERX Comparison
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AEPGX vs AIERX Comparison Chart in %
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AEPGX vs. AIERX commentary
Aug 03, 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 Buy and AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. AIERX (1.88B). 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 : 8.28 vs. AIERX (1.45). AEPGX return over 5 years is better than : -3.18 vs. AIERX (-29.09).
| 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 | 3.933 | 9.857 | 40% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,508% |
| Annual Yield % from dividends | 2.56 | 1.58 | 162% |
| Returns for 1 year | 8.28 | 1.45 | 572% |
| Returns for 3 years | 18.54 | 6.87 | 270% |
| Returns for 5 years | -3.18 | -29.09 | 11% |
| Returns for 10 years | 46.68 | -20.81 | -224% |
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