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AEPGX vs JIGTX
AEPGX vs JIGTX Comparison
Open Charts AEPGX vs JIGTX
AEPGX vs JIGTX Comparison Chart in %
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AEPGX vs. JIGTX 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 JIGTX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. JIGTX (6.37B). AEPGX pays higher dividends than JIGTX: AEPGX (2.47) vs JIGTX (0.14). AEPGX was incepted earlier than JIGTX: AEPGX (42 years) vs JIGTX (11 years). JIGTX (0.90) is less costly to investors than AEPGX (0.83). JIGTX is a more actively managed with annual turnover of: 65.00 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than JIGTX: AEPGX (250) vs JIGTX (1000000). JIGTX annual gain was more profitable for investors over the last year : 26.56 vs. AEPGX (15.96). JIGTX return over 5 years is better than : 3.92 vs. AEPGX (-1.65).
| AEPGX | JIGTX | AEPGX / JIGTX | |
| Total Expense Ratio | 0.83 | 0.89 | 93% |
| Annual Report Gross Expense Ratio | 0.83 | 0.90 | 92% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | 12.180 | 13.937 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.37B | 2,150% |
| Annual Yield % from dividends | 2.47 | 0.14 | 1,709% |
| Returns for 1 year | 15.96 | 26.56 | 60% |
| Returns for 3 years | 33.00 | 71.95 | 46% |
| Returns for 5 years | -1.65 | 3.92 | -42% |
| Returns for 10 years | 60.98 | 98.57 | 62% |
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