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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
Jun 03, 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 AIVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIVBX (2.62B). AEPCX pays higher dividends than AIVBX: AEPCX (2.06) vs AIVBX (1.11). AEPCX was incepted earlier than AIVBX: AEPCX (25 years) vs AIVBX (7 years). AEPCX (1.57) is less costly to investors than AIVBX (0.98). AEPCX is a more actively managed with annual turnover of: 35.00 vs. AIVBX (32.00). AEPCX (250) and AIVBX (250) have matching initial minimum investment requirements. AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. AIVBX (11.08). AIVBX return over 5 years is better than : 27.24 vs. AEPCX (-5.59).
| AEPCX | AIVBX | AEPCX / AIVBX | |
| Total Expense Ratio | 1.57 | 0.97 | 162% |
| Annual Report Gross Expense Ratio | 1.57 | 0.98 | 160% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 11.217 | 5.077 | 221% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.62B | 5,239% |
| Annual Yield % from dividends | 2.06 | 1.11 | 186% |
| Returns for 1 year | 13.48 | 11.08 | 122% |
| Returns for 3 years | 28.39 | 38.47 | 74% |
| Returns for 5 years | -5.59 | 27.24 | -21% |
| Returns for 10 years | 51.98 | N/A | - |
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