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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
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 JIJRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. JIJRX (5.06B). AEPGX pays higher dividends than JIJRX: AEPGX (2.47) vs JIJRX (0.66). 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 (35.00). 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 : 36.43 vs. AEPGX (15.96). JIJRX return over 5 years is better than : 24.03 vs. AEPGX (-1.65).
| 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 | 12.180 | 26.126 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 5.06B | 2,710% |
| Annual Yield % from dividends | 2.47 | 0.66 | 377% |
| Returns for 1 year | 15.96 | 36.43 | 44% |
| Returns for 3 years | 33.00 | 102.08 | 32% |
| Returns for 5 years | -1.65 | 24.03 | -7% |
| Returns for 10 years | 60.98 | N/A | - |
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