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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
Jun 04, 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 AIIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIIYX (1.93B). AEPGX pays higher dividends than AIIYX: AEPGX (2.47) vs AIIYX (1.98). 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). AIIYX is a more actively managed with annual turnover of: 50.00 vs. AEPGX (35.00). 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 : 14.87 vs. AIIYX (1.12). AEPGX return over 5 years is better than : -1.55 vs. AIIYX (-27.39).
| 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 | 11.585 | 10.589 | 109% |
| Front Load | 6% | N/A | - |
| 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 | 1.98 | 125% |
| Returns for 1 year | 14.87 | 1.12 | 1,331% |
| Returns for 3 years | 32.29 | 12.35 | 261% |
| Returns for 5 years | -1.55 | -27.39 | 6% |
| Returns for 10 years | 60.12 | -16.01 | -375% |
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