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AEPCX vs AIVCX
AEPCX vs AIVCX Comparison
Open Charts AEPCX vs AIVCX
AEPCX vs AIVCX Comparison Chart in %
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AEPCX vs. AIVCX commentary
Jul 14, 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 AIVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AIVCX (2.69B). AEPCX pays higher dividends than AIVCX: AEPCX (2.11) vs AIVCX (0.65). AEPCX was incepted earlier than AIVCX: AEPCX (25 years) vs AIVCX (7 years). AIVCX (1.68) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. AIVCX (32.00). AEPCX (250) and AIVCX (250) have matching initial minimum investment requirements. AIVCX annual gain was more profitable for investors over the last year : 9.73 vs. AEPCX (4.09). AIVCX return over 5 years is better than : 22.20 vs. AEPCX (-9.69).
| AEPCX | AIVCX | AEPCX / AIVCX | |
| Total Expense Ratio | 1.58 | 1.67 | 95% |
| Annual Report Gross Expense Ratio | 1.58 | 1.68 | 94% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 1.869 | 4.972 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.11 | 0.65 | 325% |
| Returns for 1 year | 4.09 | 9.73 | 42% |
| Returns for 3 years | 13.07 | 31.94 | 41% |
| Returns for 5 years | -9.69 | 22.20 | -44% |
| Returns for 10 years | 37.90 | N/A | - |
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