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AEPGX vs AIIEX
AEPGX vs AIIEX Comparison
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AEPGX vs AIIEX Comparison Chart in %
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AEPGX vs. AIIEX commentary
Aug 23, 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 AIIEX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIIEX (1.9B). AEPGX pays higher dividends than AIIEX: AEPGX (2.56) vs AIIEX (1.75). AEPGX was incepted earlier than AIIEX: AEPGX (42 years) vs AIIEX (34 years). AIIEX (1.27) is less costly to investors than AEPGX (0.83). AEPGX (50.00) and AIIEX (50.00) have comparable annual turnover. AEPGX (6%) and AIIEX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than AIIEX: AEPGX (250) vs AIIEX (1000). AEPGX annual gain was more profitable for investors over the last year : 8.66 vs. AIIEX (1.40). AEPGX return over 5 years is better than : 1.00 vs. AIIEX (-24.63).
| AEPGX | AIIEX | AEPGX / AIIEX | |
| Total Expense Ratio | 0.83 | 1.27 | 65% |
| Annual Report Gross Expense Ratio | 0.83 | 1.27 | 65% |
| Fund Existence | 42 years | 34 years | - |
| Gain YTD | 8.015 | 12.273 | 65% |
| Front Load | 6% | 6% | 105% |
| 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 | 1.75 | 146% |
| Returns for 1 year | 8.66 | 1.40 | 619% |
| Returns for 3 years | 30.30 | 17.04 | 178% |
| Returns for 5 years | 1.00 | -24.63 | -4% |
| Returns for 10 years | 47.95 | -17.77 | -270% |
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