Interact to see
Advertisement
Advertisement
AEPCX vs AIVEX
AEPCX vs AIVEX Comparison
Open Charts AEPCX vs AIVEX
AEPCX vs AIVEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. AIVEX commentary
Jun 15, 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 AIVEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AIVEX (2.67B). AEPCX pays higher dividends than AIVEX: AEPCX (2.06) vs AIVEX (1.09). AEPCX was incepted earlier than AIVEX: AEPCX (25 years) vs AIVEX (7 years). AEPCX (1.58) is less costly to investors than AIVEX (0.92). AEPCX is a more actively managed with annual turnover of: 50.00 vs. AIVEX (32.00). AEPCX (250) and AIVEX (250) have matching initial minimum investment requirements. AEPCX annual gain was more profitable for investors over the last year : 13.05 vs. AIVEX (10.57). AIVEX return over 5 years is better than : 27.03 vs. AEPCX (-8.26).
| AEPCX | AIVEX | AEPCX / AIVEX | |
| Total Expense Ratio | 1.58 | 0.91 | 174% |
| Annual Report Gross Expense Ratio | 1.58 | 0.92 | 172% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 9.434 | 5.611 | 168% |
| Front Load | N/A | N/A | - |
| 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 | 1.09 | 189% |
| Returns for 1 year | 13.05 | 10.57 | 123% |
| Returns for 3 years | 23.71 | 37.81 | 63% |
| Returns for 5 years | -8.26 | 27.03 | -31% |
| Returns for 10 years | 56.71 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FAGCX | 263.11 | 3.12 | +1.20% |
| Fidelity Advisor Growth Opps I | |||
| HFYYX | 15.88 | 0.14 | +0.89% |
| Hartford Schroders Intl Multi-Cp Val Y | |||
| TGRFX | 7.11 | 0.02 | +0.28% |
| Transamerica International Focus R6 | |||
| BHCFX | 20.11 | -0.05 | -0.25% |
| Baron Health Care Retail | |||
| WILIX | 25.06 | -0.09 | -0.36% |
| William Blair International Ldrs I | |||