Interact to see
Advertisement
Advertisement
AEPGX vs OIGAX
AEPGX vs OIGAX Comparison
Open Charts AEPGX vs OIGAX
AEPGX vs OIGAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. OIGAX commentary
Jul 11, 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 OIGAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. OIGAX (3.33B). AEPGX pays higher dividends than OIGAX: AEPGX (2.53) vs OIGAX (0.44). AEPGX was incepted earlier than OIGAX: AEPGX (42 years) vs OIGAX (30 years). OIGAX (1.14) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. OIGAX (34.00). AEPGX (6%) and OIGAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than OIGAX: AEPGX (250) vs OIGAX (1000). AEPGX annual gain was more profitable for investors over the last year : 6.49 vs. OIGAX (-25.91). AEPGX return over 5 years is better than : -3.72 vs. OIGAX (-47.12).
| AEPGX | OIGAX | AEPGX / OIGAX | |
| Total Expense Ratio | 0.83 | 1.14 | 73% |
| Annual Report Gross Expense Ratio | 0.83 | 1.14 | 73% |
| Fund Existence | 42 years | 30 years | - |
| Gain YTD | 4.297 | 3.905 | 110% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.33B | 4,237% |
| Annual Yield % from dividends | 2.53 | 0.44 | 579% |
| Returns for 1 year | 6.49 | -25.91 | -25% |
| Returns for 3 years | 22.66 | -29.00 | -78% |
| Returns for 5 years | -3.72 | -47.12 | 8% |
| Returns for 10 years | 49.20 | -22.32 | -220% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement