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AEPGX vs JIGIX
AEPGX vs JIGIX Comparison
Open Charts AEPGX vs JIGIX
AEPGX vs JIGIX Comparison Chart in %
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AEPGX vs. JIGIX commentary
Jun 27, 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 JIGIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. JIGIX (6.29B). AEPGX pays higher dividends than JIGIX: AEPGX (2.47) 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 : 22.54 vs. AEPGX (7.21). JIGIX return over 5 years is better than : 0.58 vs. AEPGX (-6.15).
| 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 | 3.487 | 13.067 | 27% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.29B | 2,272% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 7.21 | 22.54 | 32% |
| Returns for 3 years | 22.14 | 68.09 | 33% |
| Returns for 5 years | -6.15 | 0.58 | -1,066% |
| Returns for 10 years | 57.36 | 102.65 | 56% |
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