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
Jun 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 Hold and JIGIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. JIGIX (6.41B). 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: 65.00 vs. AEPGX (35.00). 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 : 27.44 vs. AEPGX (15.96). JIGIX return over 5 years is better than : 2.40 vs. AEPGX (-1.65).
| 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 | 12.180 | 14.494 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.41B | 2,138% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 15.96 | 27.44 | 58% |
| Returns for 3 years | 33.00 | 71.69 | 46% |
| Returns for 5 years | -1.65 | 2.40 | -69% |
| Returns for 10 years | 60.98 | 95.64 | 64% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement