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AEPGX vs RERFX
AEPGX vs RERFX Comparison
Open Charts AEPGX vs RERFX
AEPGX vs RERFX Comparison Chart in %
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AEPGX vs. RERFX commentary
Sep 18, 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 RERFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX (140B) and RERFX (140B) have equal amount of cash in the bank . RERFX pays higher dividends than AEPGX: RERFX (2.67) vs AEPGX (2.48). AEPGX was incepted earlier than RERFX: AEPGX (42 years) vs RERFX (24 years). AEPGX (0.83) is less costly to investors than RERFX (0.52). AEPGX (50.00) and RERFX (50.00) have comparable annual turnover. AEPGX (250) and RERFX (250) have matching initial minimum investment requirements. RERFX annual gain was more profitable for investors over the last year : 3.25 vs. AEPGX (2.96). RERFX return over 5 years is better than : -3.23 vs. AEPGX (-4.48).
| AEPGX | RERFX | AEPGX / RERFX | |
| Total Expense Ratio | 0.83 | 0.52 | 160% |
| Annual Report Gross Expense Ratio | 0.83 | 0.52 | 160% |
| Fund Existence | 42 years | 24 years | - |
| Gain YTD | 5.801 | 6.018 | 96% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 140B | 100% |
| Annual Yield % from dividends | 2.48 | 2.67 | 93% |
| Returns for 1 year | 2.96 | 3.25 | 91% |
| Returns for 3 years | 27.44 | 28.61 | 96% |
| Returns for 5 years | -4.48 | -3.23 | 139% |
| Returns for 10 years | 45.81 | 47.93 | 96% |
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