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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
Aug 23, 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 StrongBuy and IGFRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. IGFRX (1.9B). AEPGX pays higher dividends than IGFRX: AEPGX (2.56) vs IGFRX (2.07). 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 : 8.66 vs. IGFRX (2.23). AEPGX return over 5 years is better than : 1.00 vs. IGFRX (-22.14).
| 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 | 8.015 | 12.512 | 64% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.56 | 2.07 | 124% |
| Returns for 1 year | 8.66 | 2.23 | 389% |
| Returns for 3 years | 30.30 | 19.15 | 158% |
| Returns for 5 years | 1.00 | -22.14 | -5% |
| Returns for 10 years | 47.95 | -14.32 | -335% |
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