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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 23, 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 AIIYX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIIYX (1.9B). 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 : 8.66 vs. AIIYX (1.73). AEPGX return over 5 years is better than : 1.00 vs. AIIYX (-23.55).
| 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 | 8.015 | 12.441 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.56 | 1.97 | 130% |
| Returns for 1 year | 8.66 | 1.73 | 501% |
| Returns for 3 years | 30.30 | 18.05 | 168% |
| Returns for 5 years | 1.00 | -23.55 | -4% |
| Returns for 10 years | 47.95 | -15.72 | -305% |
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