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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
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 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 (2.11) vs AIEVX (1.98). 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 : 4.09 vs. AIEVX (-0.07). AEPCX return over 5 years is better than : -9.69 vs. AIEVX (-26.43).
| 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 | 1.869 | 9.826 | 19% |
| 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 | 7,488% |
| Annual Yield % from dividends | 2.11 | 1.98 | 107% |
| Returns for 1 year | 4.09 | -0.07 | -5,946% |
| Returns for 3 years | 13.07 | 8.60 | 152% |
| Returns for 5 years | -9.69 | -26.43 | 37% |
| Returns for 10 years | 37.90 | -13.27 | -286% |
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