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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
Aug 23, 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 StrongBuy and AIVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIVCX (2.69B). AEPCX pays higher dividends than AIVCX: AEPCX (2.13) vs AIVCX (0.64). 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 : 13.55 vs. AEPCX (7.17). AIVCX return over 5 years is better than : 28.33 vs. AEPCX (-3.27).
| 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 | 7.184 | 10.045 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.69B | 5,089% |
| Annual Yield % from dividends | 2.13 | 0.64 | 331% |
| Returns for 1 year | 7.17 | 13.55 | 53% |
| Returns for 3 years | 26.10 | 45.82 | 57% |
| Returns for 5 years | -3.27 | 28.33 | -12% |
| Returns for 10 years | 40.04 | N/A | - |
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