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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
Jun 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 Hold and AIIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIIEX (1.93B). AEPGX pays higher dividends than AIIEX: AEPGX (2.47) vs AIIEX (1.76). 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). AIIEX is a more actively managed with annual turnover of: 50.00 vs. AEPGX (35.00). 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 : 14.87 vs. AIIEX (0.78). AEPGX return over 5 years is better than : -1.55 vs. AIIEX (-28.41).
| 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 | 11.585 | 10.506 | 110% |
| Front Load | 6% | 6% | 105% |
| 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 | 1.76 | 141% |
| Returns for 1 year | 14.87 | 0.78 | 1,898% |
| Returns for 3 years | 32.29 | 11.45 | 282% |
| Returns for 5 years | -1.55 | -28.41 | 5% |
| Returns for 10 years | 60.12 | -18.05 | -333% |
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