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AEPCX vs AIVCX
AEPCX vs AIVCX Comparison
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AEPCX vs AIVCX Comparison Chart in %
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AEPCX vs. AIVCX 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 AIVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AIVCX (2.75B). AEPCX pays higher dividends than AIVCX: AEPCX (2.07) vs AIVCX (0.63). AEPCX was incepted earlier than AIVCX: AEPCX (26 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 : 9.70 vs. AEPCX (3.15). AIVCX return over 5 years is better than : 21.51 vs. AEPCX (-8.48).
| AEPCX | AIVCX | AEPCX / AIVCX | |
| Total Expense Ratio | 1.58 | 1.67 | 95% |
| Annual Report Gross Expense Ratio | 1.58 | 1.68 | 94% |
| Fund Existence | 26 years | 7 years | - |
| Gain YTD | 6.041 | 7.785 | 78% |
| Front Load | N/A | N/A | - |
| 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 | 0.63 | 329% |
| Returns for 1 year | 3.15 | 9.70 | 32% |
| Returns for 3 years | 24.32 | 42.83 | 57% |
| Returns for 5 years | -8.48 | 21.51 | -39% |
| Returns for 10 years | 40.12 | N/A | - |
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