Interact to see
Advertisement
Advertisement
AEPGX vs CRIRX
AEPGX vs CRIRX Comparison
Open Charts AEPGX vs CRIRX
AEPGX vs CRIRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. CRIRX 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 CRIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. CRIRX (206M). CRIRX pays higher dividends than AEPGX: CRIRX (3.33) vs AEPGX (2.56). AEPGX was incepted earlier than CRIRX: AEPGX (42 years) vs CRIRX (14 years). CRIRX (1.08) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. CRIRX (21.00). CRIRX has a lower initial minimum investment than AEPGX: CRIRX (0) vs AEPGX (250). CRIRX annual gain was more profitable for investors over the last year : 17.01 vs. AEPGX (8.66). AEPGX return over 5 years is better than : 1.00 vs. CRIRX (-4.99).
| AEPGX | CRIRX | AEPGX / CRIRX | |
| Total Expense Ratio | 0.83 | 0.72 | 115% |
| Annual Report Gross Expense Ratio | 0.83 | 1.08 | 77% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 8.015 | 9.838 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 206M | 66,505% |
| Annual Yield % from dividends | 2.56 | 3.33 | 77% |
| Returns for 1 year | 8.66 | 17.01 | 51% |
| Returns for 3 years | 30.30 | 50.19 | 60% |
| Returns for 5 years | 1.00 | -4.99 | -20% |
| Returns for 10 years | 47.95 | 54.85 | 87% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers