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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
Jun 04, 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: 137B vs. AIVCX (2.62B). AEPCX pays higher dividends than AIVCX: AEPCX (2.06) vs AIVCX (0.66). AEPCX was incepted earlier than AIVCX: AEPCX (25 years) vs AIVCX (7 years). AIVCX (1.68) is less costly to investors than AEPCX (1.57). AEPCX is a more actively managed with annual turnover of: 35.00 vs. AIVCX (32.00). AEPCX (250) and AIVCX (250) have matching initial minimum investment requirements. AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. AIVCX (10.27). AIVCX return over 5 years is better than : 22.81 vs. AEPCX (-5.59).
| AEPCX | AIVCX | AEPCX / AIVCX | |
| Total Expense Ratio | 1.57 | 1.67 | 94% |
| Annual Report Gross Expense Ratio | 1.57 | 1.68 | 93% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 11.217 | 4.771 | 235% |
| Front Load | N/A | N/A | - |
| 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 | 0.66 | 314% |
| Returns for 1 year | 13.48 | 10.27 | 131% |
| Returns for 3 years | 28.39 | 35.55 | 80% |
| Returns for 5 years | -5.59 | 22.81 | -24% |
| Returns for 10 years | 51.98 | N/A | - |
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