AEPGX
Price
$67.88
Change
+$0.36 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
CRIRX
Price
$30.49
Change
+$0.02 (+0.07%)
Updated
Jun 2 closing price
Net Assets
197.34M
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AEPGX vs CRIRX

Header iconAEPGX vs CRIRX Comparison
Open Charts AEPGX vs CRIRXBanner chart's image
AEPGX vs CRIRX Comparison Chart in %
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AEPGX vs. CRIRX 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 CRIRX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. CRIRX (197M). CRIRX pays higher dividends than AEPGX: CRIRX (6.58) vs AEPGX (2.47). 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: 35.00 vs. CRIRX (21.00). CRIRX has a lower initial minimum investment than AEPGX: CRIRX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 15.96 vs. CRIRX (11.97). AEPGX return over 5 years is better than : -1.65 vs. CRIRX (-6.34).
AEPGXCRIRXAEPGX / CRIRX
Total Expense Ratio0.830.72115%
Annual Report Gross Expense Ratio0.831.0877%
Fund Existence42 years14 years-
Gain YTD12.1803.009405%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B197M69,543%
Annual Yield % from dividends2.476.5838%
Returns for 1 year15.9611.97133%
Returns for 3 years33.0029.98110%
Returns for 5 years-1.65-6.3426%
Returns for 10 years60.9854.09113%
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