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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
Jun 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 Hold and AIERX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B 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). 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 : 10.63 vs. AIERX (2.95). AEPGX return over 5 years is better than : -5.44 vs. AIERX (-28.95).
| 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 | 3.966 | 11.385 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,409% |
| Annual Yield % from dividends | 2.47 | 1.58 | 156% |
| Returns for 1 year | 10.63 | 2.95 | 360% |
| Returns for 3 years | 23.43 | 11.15 | 210% |
| Returns for 5 years | -5.44 | -28.95 | 19% |
| Returns for 10 years | 57.75 | -15.02 | -385% |
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