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AEPCX vs AIVBX
AEPCX vs AIVBX Comparison
Open Charts AEPCX vs AIVBX
AEPCX vs AIVBX Comparison Chart in %
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AEPCX vs. AIVBX commentary
Sep 12, 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 AIVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AIVBX (2.75B). AEPCX pays higher dividends than AIVBX: AEPCX (2.07) vs AIVBX (1.06). AEPCX was incepted earlier than AIVBX: AEPCX (26 years) vs AIVBX (7 years). AEPCX (1.58) is less costly to investors than AIVBX (0.98). AEPCX is a more actively managed with annual turnover of: 50.00 vs. AIVBX (32.00). AEPCX (250) and AIVBX (250) have matching initial minimum investment requirements. AIVBX annual gain was more profitable for investors over the last year : 10.48 vs. AEPCX (3.15). AIVBX return over 5 years is better than : 25.90 vs. AEPCX (-8.48).
| AEPCX | AIVBX | AEPCX / AIVBX | |
| Total Expense Ratio | 1.58 | 0.97 | 163% |
| Annual Report Gross Expense Ratio | 1.58 | 0.98 | 161% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.041 | 8.313 | 73% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.07 | 1.06 | 195% |
| Returns for 1 year | 3.15 | 10.48 | 30% |
| Returns for 3 years | 24.32 | 45.88 | 53% |
| Returns for 5 years | -8.48 | 25.90 | -33% |
| Returns for 10 years | 40.12 | N/A | - |
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