AEPGX
Price
$62.07
Change
-$1.04 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
OIGYX
Price
$25.92
Change
-$0.45 (-1.71%)
Updated
Jul 13 closing price
Net Assets
3.33B
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AEPGX vs OIGYX

AEPGX vs OIGYX Comparison Chart in %
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AEPGX vs. OIGYX commentary
Jul 14, 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 OIGYX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. OIGYX (3.33B). AEPGX pays higher dividends than OIGYX: AEPGX (2.53) vs OIGYX (0.68). AEPGX was incepted earlier than OIGYX: AEPGX (42 years) vs OIGYX (21 years). OIGYX (0.90) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. OIGYX (34.00). AEPGX has a lower initial minimum investment than OIGYX: AEPGX (250) vs OIGYX (1000). AEPGX annual gain was more profitable for investors over the last year : 5.55 vs. OIGYX (-25.15). AEPGX return over 5 years is better than : -5.69 vs. OIGYX (-46.87).
AEPGXOIGYXAEPGX / OIGYX
Total Expense Ratio0.830.9092%
Annual Report Gross Expense Ratio0.830.9092%
Fund Existence42 years21 years-
Gain YTD2.5784.10663%
Front Load6%N/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets141B3.33B4,237%
Annual Yield % from dividends2.530.68375%
Returns for 1 year5.55-25.15-22%
Returns for 3 years16.83-31.37-54%
Returns for 5 years-5.69-46.8712%
Returns for 10 years45.72-21.15-216%
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