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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AIEVX (1.85B). AEPCX pays higher dividends than AIEVX: AEPCX (2.07) vs AIEVX (1.97). AEPCX was incepted earlier than AIEVX: AEPCX (26 years) vs AIEVX (25 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 : 3.15 vs. AIEVX (-2.41). AEPCX return over 5 years is better than : -8.48 vs. AIEVX (-26.46).
| AEPCX | AIEVX | AEPCX / AIEVX | |
| Total Expense Ratio | 1.58 | 0.93 | 170% |
| Annual Report Gross Expense Ratio | 1.58 | 0.93 | 170% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 6.041 | 10.101 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.85B | 7,576% |
| Annual Yield % from dividends | 2.07 | 1.97 | 105% |
| Returns for 1 year | 3.15 | -2.41 | -131% |
| Returns for 3 years | 24.32 | 15.60 | 156% |
| Returns for 5 years | -8.48 | -26.46 | 32% |
| Returns for 10 years | 40.12 | -13.10 | -306% |
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