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
Jul 14, 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.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. CRIRX (201M). CRIRX pays higher dividends than AEPGX: CRIRX (3.73) vs AEPGX (2.53). 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 : 12.72 vs. AEPGX (5.55). AEPGX return over 5 years is better than : -5.69 vs. CRIRX (-6.28).
| 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 | 2.578 | 6.254 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 201M | 70,149% |
| Annual Yield % from dividends | 2.53 | 3.73 | 68% |
| Returns for 1 year | 5.55 | 12.72 | 44% |
| Returns for 3 years | 16.83 | 33.66 | 50% |
| Returns for 5 years | -5.69 | -6.28 | 91% |
| Returns for 10 years | 45.72 | 59.39 | 77% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement