AEPGX
Price
$62.25
Change
-$0.21 (-0.34%)
Updated
Jul 23 closing price
Net Assets
140.66B
JIJRX
Price
$18.28
Change
-$0.22 (-1.19%)
Updated
Jul 23 closing price
Net Assets
4.94B
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AEPGX vs JIJRX

AEPGX vs JIJRX Comparison Chart in %
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AEPGX vs. JIJRX commentary
Jul 24, 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 JIJRX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. JIJRX (4.94B). AEPGX pays higher dividends than JIJRX: AEPGX (2.53) vs JIJRX (0.63). 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 : 22.96 vs. AEPGX (3.21). JIJRX return over 5 years is better than : 11.92 vs. AEPGX (-5.33).
AEPGXJIJRXAEPGX / JIJRX
Total Expense Ratio0.830.82101%
Annual Report Gross Expense Ratio0.830.83100%
Fund Existence42 years7 years-
Gain YTD2.87617.31117%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B4.94B2,855%
Annual Yield % from dividends2.530.63401%
Returns for 1 year3.2122.9614%
Returns for 3 years18.3382.8322%
Returns for 5 years-5.3311.92-45%
Returns for 10 years46.33N/A-
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