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AEPGX vs AIIYX
AEPGX vs AIIYX Comparison
Open Charts AEPGX vs AIIYX
AEPGX vs AIIYX Comparison Chart in %
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AEPGX vs. AIIYX 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 AIIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. AIIYX (1.88B). AEPGX pays higher dividends than AIIYX: AEPGX (2.56) vs AIIYX (1.97). AEPGX was incepted earlier than AIIYX: AEPGX (42 years) vs AIIYX (18 years). AIIYX (1.02) is less costly to investors than AEPGX (0.83). AEPGX (50.00) and AIIYX (50.00) have comparable annual turnover. AEPGX has a lower initial minimum investment than AIIYX: AEPGX (250) vs AIIYX (1000). AEPGX annual gain was more profitable for investors over the last year : 8.28 vs. AIIYX (2.51). AEPGX return over 5 years is better than : -3.18 vs. AIIYX (-26.29).
| AEPGX | AIIYX | AEPGX / AIIYX | |
| Total Expense Ratio | 0.83 | 1.02 | 81% |
| Annual Report Gross Expense Ratio | 0.83 | 1.02 | 81% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 3.933 | 10.161 | 39% |
| 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 | 1.97 | 130% |
| Returns for 1 year | 8.28 | 2.51 | 330% |
| Returns for 3 years | 18.54 | 9.24 | 201% |
| Returns for 5 years | -3.18 | -26.29 | 12% |
| Returns for 10 years | 46.68 | -15.73 | -297% |
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