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AEPGX vs DILRX
AEPGX vs DILRX Comparison
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AEPGX vs DILRX Comparison Chart in %
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AEPGX vs. DILRX 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 DILRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. DILRX (1.57B). AEPGX pays higher dividends than DILRX: AEPGX (2.56) vs DILRX (1.76). AEPGX was incepted earlier than DILRX: AEPGX (42 years) vs DILRX (14 years). AEPGX (0.83) is less costly to investors than DILRX (0.27). AEPGX is a more actively managed with annual turnover of: 50.00 vs. DILRX (13.00). DILRX has a lower initial minimum investment than AEPGX: DILRX (0) vs AEPGX (250). DILRX annual gain was more profitable for investors over the last year : 17.23 vs. AEPGX (8.28). DILRX return over 5 years is better than : 30.08 vs. AEPGX (-3.18).
| AEPGX | DILRX | AEPGX / DILRX | |
| Total Expense Ratio | 0.83 | 0.27 | 307% |
| Annual Report Gross Expense Ratio | 0.83 | 0.27 | 307% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 3.933 | 7.546 | 52% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.57B | 8,964% |
| Annual Yield % from dividends | 2.56 | 1.76 | 145% |
| Returns for 1 year | 8.28 | 17.23 | 48% |
| Returns for 3 years | 18.54 | 43.60 | 43% |
| Returns for 5 years | -3.18 | 30.08 | -11% |
| Returns for 10 years | 46.68 | 107.60 | 43% |
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