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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
Sep 13, 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 JIGTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. JIGTX (6.09B). AEPGX pays higher dividends than JIGTX: AEPGX (2.48) vs JIGTX (0.15). 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: 72.00 vs. AEPGX (50.00). 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 : 13.77 vs. AEPGX (4.61). JIGTX return over 5 years is better than : -2.10 vs. AEPGX (-4.41).
| 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 | 6.924 | 10.389 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.09B | 2,300% |
| Annual Yield % from dividends | 2.48 | 0.15 | 1,676% |
| Returns for 1 year | 4.61 | 13.77 | 33% |
| Returns for 3 years | 28.47 | 68.47 | 42% |
| Returns for 5 years | -4.41 | -2.10 | 210% |
| Returns for 10 years | 48.08 | 90.80 | 53% |
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