AEPGX
Price
$63.54
Change
+$0.40 (+0.63%)
Updated
Jun 30 closing price
Net Assets
143.2B
ICMPX
Price
$16.46
Change
+$0.08 (+0.49%)
Updated
Jun 30 closing price
Net Assets
520.62M
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AEPGX vs ICMPX

AEPGX vs ICMPX Comparison Chart in %
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AEPGX vs. ICMPX commentary
Jul 01, 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 ICMPX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. ICMPX (521M). AEPGX pays higher dividends than ICMPX: AEPGX (2.47) vs ICMPX (0.57). AEPGX was incepted earlier than ICMPX: AEPGX (42 years) vs ICMPX (8 years). AEPGX (0.83) and ICMPX (0.83) have similar cost to investors . AEPGX is a more actively managed with annual turnover of: 50.00 vs. ICMPX (22.00). AEPGX has a lower initial minimum investment than ICMPX: AEPGX (250) vs ICMPX (10000). AEPGX annual gain was more profitable for investors over the last year : 7.85 vs. ICMPX (-7.35). ICMPX return over 5 years is better than : -2.24 vs. AEPGX (-3.58).
AEPGXICMPXAEPGX / ICMPX
Total Expense Ratio0.830.83100%
Annual Report Gross Expense Ratio0.830.83100%
Fund Existence42 years8 years-
Gain YTD5.007-4.098-122%
Front Load6%N/A-
Min. Initial Investment250100003%
Min. Initial Investment IRAN/AN/A-
Net Assets143B521M27,447%
Annual Yield % from dividends2.470.57432%
Returns for 1 year7.85-7.35-107%
Returns for 3 years22.3211.60192%
Returns for 5 years-3.58-2.24160%
Returns for 10 years54.33N/A-
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