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AEPGX vs IGFRX
AEPGX vs IGFRX Comparison
Open Charts AEPGX vs IGFRX
AEPGX vs IGFRX Comparison Chart in %
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AEPGX vs. IGFRX commentary
Sep 12, 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 IGFRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. IGFRX (1.85B). AEPGX pays higher dividends than IGFRX: AEPGX (2.48) vs IGFRX (2.04). AEPGX was incepted earlier than IGFRX: AEPGX (42 years) vs IGFRX (14 years). IGFRX (0.86) and AEPGX (0.83) have similar cost to investors . AEPGX (50.00) and IGFRX (50.00) have comparable annual turnover. AEPGX has a lower initial minimum investment than IGFRX: AEPGX (250) vs IGFRX (1000000). AEPGX annual gain was more profitable for investors over the last year : 4.61 vs. IGFRX (-2.44). AEPGX return over 5 years is better than : -4.41 vs. IGFRX (-26.42).
| AEPGX | IGFRX | AEPGX / IGFRX | |
| Total Expense Ratio | 0.83 | 0.86 | 97% |
| Annual Report Gross Expense Ratio | 0.83 | 0.86 | 97% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 6.924 | 10.111 | 68% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.85B | 7,576% |
| Annual Yield % from dividends | 2.48 | 2.04 | 122% |
| Returns for 1 year | 4.61 | -2.44 | -189% |
| Returns for 3 years | 28.47 | 15.65 | 182% |
| Returns for 5 years | -4.41 | -26.42 | 17% |
| Returns for 10 years | 48.08 | -13.88 | -346% |
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