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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
Sep 22, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. AIIEX (1.82B). AEPGX pays higher dividends than AIIEX: AEPGX (2.48) vs AIIEX (1.73). 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 : 4.02 vs. AIIEX (-3.52). AEPGX return over 5 years is better than : -3.30 vs. AIIEX (-27.76).
| 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 | 6.991 | 9.360 | 75% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.82B | 7,688% |
| Annual Yield % from dividends | 2.48 | 1.73 | 144% |
| Returns for 1 year | 4.02 | -3.52 | -114% |
| Returns for 3 years | 32.44 | 15.53 | 209% |
| Returns for 5 years | -3.30 | -27.76 | 12% |
| Returns for 10 years | 44.30 | -19.28 | -230% |
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