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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 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 AIVBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AIVBX (2.67B). 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 (1.58) 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 : 15.63 vs. AEPCX (12.62). AIVBX return over 5 years is better than : 30.07 vs. AEPCX (-6.03).
| AEPCX | AIVBX | AEPCX / AIVBX | |
| Total Expense Ratio | 1.58 | 0.97 | 163% |
| Annual Report Gross Expense Ratio | 1.58 | 0.98 | 161% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 6.335 | 7.168 | 88% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.06 | 1.11 | 186% |
| Returns for 1 year | 12.62 | 15.63 | 81% |
| Returns for 3 years | 23.00 | 41.68 | 55% |
| Returns for 5 years | -6.03 | 30.07 | -20% |
| Returns for 10 years | 53.69 | N/A | - |
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