AEPGX
Price
$62.99
Change
-$0.16 (-0.25%)
Updated
Jul 2 closing price
Net Assets
143.2B
AIIYX
Price
$23.00
Change
+$0.02 (+0.09%)
Updated
Jul 2 closing price
Net Assets
1.88B
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AEPGX vs AIIYX

AEPGX vs AIIYX Comparison Chart in %
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AEPGX vs. AIIYX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AIIYX (1.88B). AEPGX pays higher dividends than AIIYX: AEPGX (2.53) vs AIIYX (1.96). 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 : 6.92 vs. AIIYX (-1.89). AEPGX return over 5 years is better than : -4.72 vs. AIIYX (-27.90).
AEPGXAIIYXAEPGX / AIIYX
Total Expense Ratio0.831.0281%
Annual Report Gross Expense Ratio0.831.0281%
Fund Existence42 years18 years-
Gain YTD4.0999.21244%
Front Load6%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets143B1.88B7,598%
Annual Yield % from dividends2.531.96129%
Returns for 1 year6.92-1.89-365%
Returns for 3 years21.788.58254%
Returns for 5 years-4.72-27.9017%
Returns for 10 years52.99-14.43-367%
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