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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
Aug 14, 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 JIGIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. JIGIX (6.22B). AEPGX pays higher dividends than JIGIX: AEPGX (2.56) 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 : 18.04 vs. AEPGX (7.47). JIGIX return over 5 years is better than : -0.81 vs. AEPGX (-2.53).
| 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 | 7.420 | 12.211 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.22B | 2,204% |
| Annual Yield % from dividends | 2.56 | 0.00 | - |
| Returns for 1 year | 7.47 | 18.04 | 41% |
| Returns for 3 years | 25.96 | 67.09 | 39% |
| Returns for 5 years | -2.53 | -0.81 | 311% |
| Returns for 10 years | 47.13 | 85.66 | 55% |
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