Interact to see
Advertisement
Advertisement
AEPGX vs JIGIX
AEPGX vs JIGIX Comparison
Open Charts AEPGX vs JIGIX
AEPGX vs JIGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. JIGIX commentary
Sep 04, 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 JIGIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. JIGIX (6.11B). AEPGX pays higher dividends than JIGIX: AEPGX (2.48) vs JIGIX (0.00). AEPGX was incepted earlier than JIGIX: AEPGX (42 years) vs JIGIX (11 years). JIGIX (1.25) is less costly to investors than AEPGX (0.83). JIGIX is a more actively managed with annual turnover of: 72.00 vs. AEPGX (50.00). JIGIX has a lower initial minimum investment than AEPGX: JIGIX (0) vs AEPGX (250). JIGIX annual gain was more profitable for investors over the last year : 18.26 vs. AEPGX (8.63). JIGIX return over 5 years is better than : -3.52 vs. AEPGX (-4.81).
| AEPGX | JIGIX | AEPGX / JIGIX | |
| Total Expense Ratio | 0.83 | 1.14 | 73% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | 7.371 | 10.499 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.11B | 2,243% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 8.63 | 18.26 | 47% |
| Returns for 3 years | 26.67 | 65.43 | 41% |
| Returns for 5 years | -4.81 | -3.52 | 137% |
| Returns for 10 years | 46.24 | 83.07 | 56% |