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AEPCX vs AIEVX
AEPCX vs AIEVX Comparison
Open Charts AEPCX vs AIEVX
AEPCX vs AIEVX Comparison Chart in %
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AEPCX vs. AIEVX commentary
Aug 03, 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 AEPCX is a Buy and AIEVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AIEVX (1.88B). AEPCX pays higher dividends than AIEVX: AEPCX (2.13) vs AIEVX (1.99). AEPCX was incepted earlier than AIEVX: AEPCX (25 years) vs AIEVX (24 years). AEPCX (1.58) is less costly to investors than AIEVX (0.93). AEPCX (50.00) and AIEVX (50.00) have comparable annual turnover. AEPCX has a lower initial minimum investment than AIEVX: AEPCX (250) vs AIEVX (1000000). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. AIEVX (3.05). AEPCX return over 5 years is better than : -7.30 vs. AIEVX (-24.98).
| AEPCX | AIEVX | AEPCX / AIEVX | |
| Total Expense Ratio | 1.58 | 0.93 | 170% |
| Annual Report Gross Expense Ratio | 1.58 | 0.93 | 170% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.168 | 10.239 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,508% |
| Annual Yield % from dividends | 2.13 | 1.99 | 107% |
| Returns for 1 year | 6.78 | 3.05 | 223% |
| Returns for 3 years | 14.70 | 10.19 | 144% |
| Returns for 5 years | -7.30 | -24.98 | 29% |
| Returns for 10 years | 38.82 | -13.54 | -287% |
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