AEPGX
Price
$62.89
Change
+$0.41 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
CRIRX
Price
$31.05
Change
-$0.38 (-1.21%)
Updated
Jul 31 closing price
Net Assets
197.83M
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AEPGX vs CRIRX

AEPGX vs CRIRX Comparison Chart in %
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AEPGX vs. CRIRX 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 CRIRX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. CRIRX (198M). 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 : 15.01 vs. AEPGX (8.28). AEPGX return over 5 years is better than : -3.18 vs. CRIRX (-8.59).
AEPGXCRIRXAEPGX / CRIRX
Total Expense Ratio0.830.72115%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence42 years14 years-
Gain YTD3.9334.97079%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B198M71,212%
Annual Yield % from dividends2.563.3377%
Returns for 1 year8.2815.0155%
Returns for 3 years18.5434.3654%
Returns for 5 years-3.18-8.5937%
Returns for 10 years46.6853.1688%
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