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AEPGX vs JIJRX
AEPGX vs JIJRX Comparison
Open Charts AEPGX vs JIJRX
AEPGX vs JIJRX Comparison Chart in %
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AEPGX vs. JIJRX commentary
Sep 09, 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 JIJRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. JIJRX (5.15B). AEPGX pays higher dividends than JIJRX: AEPGX (2.48) vs JIJRX (0.70). AEPGX was incepted earlier than JIJRX: AEPGX (42 years) vs JIJRX (7 years). AEPGX (0.83) and JIJRX (0.83) have similar cost to investors . JIJRX is a more actively managed with annual turnover of: 135.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than JIJRX: AEPGX (250) vs JIJRX (1000000). JIJRX annual gain was more profitable for investors over the last year : 21.28 vs. AEPGX (7.92). JIJRX return over 5 years is better than : 5.96 vs. AEPGX (-3.14).
| AEPGX | JIJRX | AEPGX / JIJRX | |
| Total Expense Ratio | 0.83 | 0.82 | 101% |
| Annual Report Gross Expense Ratio | 0.83 | 0.83 | 100% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 8.561 | 17.692 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 5.15B | 2,660% |
| Annual Yield % from dividends | 2.48 | 0.70 | 353% |
| Returns for 1 year | 7.92 | 21.28 | 37% |
| Returns for 3 years | 30.56 | 91.25 | 33% |
| Returns for 5 years | -3.14 | 5.96 | -53% |
| Returns for 10 years | 48.26 | N/A | - |
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