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AEPGX vs GSIMX
AEPGX vs GSIMX Comparison
Open Charts AEPGX vs GSIMX
AEPGX vs GSIMX Comparison Chart in %
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AEPGX vs. GSIMX commentary
Jul 28, 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 GSIMX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. GSIMX (53.9B). AEPGX pays higher dividends than GSIMX: AEPGX (2.53) vs GSIMX (2.37). AEPGX was incepted earlier than GSIMX: AEPGX (42 years) vs GSIMX (10 years). AEPGX (0.83) and GSIMX (0.80) have similar cost to investors . GSIMX is a more actively managed with annual turnover of: 68.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than GSIMX: AEPGX (250) vs GSIMX (1000000). GSIMX annual gain was more profitable for investors over the last year : 9.92 vs. AEPGX (2.41). GSIMX return over 5 years is better than : 39.28 vs. AEPGX (-6.41).
| AEPGX | GSIMX | AEPGX / GSIMX | |
| Total Expense Ratio | 0.83 | 0.78 | 106% |
| Annual Report Gross Expense Ratio | 0.83 | 0.80 | 104% |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 1.702 | 7.254 | 23% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 53.9B | 262% |
| Annual Yield % from dividends | 2.53 | 2.37 | 107% |
| Returns for 1 year | 2.41 | 9.92 | 24% |
| Returns for 3 years | 16.37 | 38.19 | 43% |
| Returns for 5 years | -6.41 | 39.28 | -16% |
| Returns for 10 years | 44.13 | N/A | - |
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