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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
Jun 24, 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 Hold and AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AIEVX (1.93B). AEPCX (2.06) and AIEVX (2.00) have matching dividends . 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 : 9.08 vs. AIEVX (4.51). AEPCX return over 5 years is better than : -9.45 vs. AIEVX (-24.88).
| 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 | 3.272 | 11.662 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,409% |
| Annual Yield % from dividends | 2.06 | 2.00 | 103% |
| Returns for 1 year | 9.08 | 4.51 | 201% |
| Returns for 3 years | 19.46 | 14.54 | 134% |
| Returns for 5 years | -9.45 | -24.88 | 38% |
| Returns for 10 years | 49.26 | -7.22 | -682% |
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