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AEPGX vs DISAX
AEPGX vs DISAX Comparison
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AEPGX vs DISAX Comparison Chart in %
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AEPGX vs. DISAX commentary
Jul 26, 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 DISAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. DISAX (3.01B). AEPGX pays higher dividends than DISAX: AEPGX (2.53) vs DISAX (0.78). AEPGX was incepted earlier than DISAX: AEPGX (42 years) vs DISAX (20 years). DISAX (1.23) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. DISAX (8.62). AEPGX (6%) and DISAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than DISAX: AEPGX (250) vs DISAX (1000). AEPGX annual gain was more profitable for investors over the last year : 2.41 vs. DISAX (-8.06). AEPGX return over 5 years is better than : -6.41 vs. DISAX (-14.30).
| AEPGX | DISAX | AEPGX / DISAX | |
| Total Expense Ratio | 0.83 | 1.23 | 67% |
| Annual Report Gross Expense Ratio | 0.83 | 1.23 | 67% |
| Fund Existence | 42 years | 20 years | - |
| Gain YTD | 1.702 | 2.253 | 76% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.01B | 4,691% |
| Annual Yield % from dividends | 2.53 | 0.78 | 323% |
| Returns for 1 year | 2.41 | -8.06 | -30% |
| Returns for 3 years | 16.37 | -4.66 | -352% |
| Returns for 5 years | -6.41 | -14.30 | 45% |
| Returns for 10 years | 44.13 | 47.99 | 92% |
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