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AEPGX vs CRIRX
AEPGX vs CRIRX Comparison
Open Charts AEPGX vs CRIRX
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.
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).
| 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 | 12.180 | 3.009 | 405% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 197M | 69,543% |
| Annual Yield % from dividends | 2.47 | 6.58 | 38% |
| Returns for 1 year | 15.96 | 11.97 | 133% |
| Returns for 3 years | 33.00 | 29.98 | 110% |
| Returns for 5 years | -1.65 | -6.34 | 26% |
| Returns for 10 years | 60.98 | 54.09 | 113% |
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