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AEPGX vs ZIFIX
AEPGX vs ZIFIX Comparison
Open Charts AEPGX vs ZIFIX
AEPGX vs ZIFIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. ZIFIX (178K). AEPGX pays higher dividends than ZIFIX: AEPGX (2.47) vs ZIFIX (1.64). AEPGX was incepted earlier than ZIFIX: AEPGX (42 years) vs ZIFIX (5 years). ZIFIX (3.51) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. ZIFIX (16.00). AEPGX has a lower initial minimum investment than ZIFIX: AEPGX (250) vs ZIFIX (250000). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. ZIFIX (-28.13).
| AEPGX | ZIFIX | AEPGX / ZIFIX | |
| Total Expense Ratio | 0.83 | 0.86 | 97% |
| Annual Report Gross Expense Ratio | 0.83 | 3.51 | 24% |
| Fund Existence | 42 years | 5 years | - |
| Gain YTD | 11.585 | -15.502 | -75% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 178K | 76,966,292% |
| Annual Yield % from dividends | 2.47 | 1.64 | 151% |
| Returns for 1 year | 14.87 | -28.13 | -53% |
| Returns for 3 years | 32.29 | -5.44 | -594% |
| Returns for 5 years | -1.55 | N/A | - |
| Returns for 10 years | 60.12 | N/A | - |
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