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AEPCX vs AIEVX
AEPCX vs AIEVX Comparison
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AEPCX vs AIEVX Comparison Chart in %
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AEPCX vs. AIEVX commentary
Aug 23, 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 StrongBuy and AIEVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIEVX (1.9B). 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 : 7.17 vs. AIEVX (2.23). AEPCX return over 5 years is better than : -3.27 vs. AIEVX (-22.20).
| 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 | 7.184 | 12.489 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.13 | 1.99 | 107% |
| Returns for 1 year | 7.17 | 2.23 | 322% |
| Returns for 3 years | 26.10 | 19.03 | 137% |
| Returns for 5 years | -3.27 | -22.20 | 15% |
| Returns for 10 years | 40.04 | -13.55 | -296% |
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