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AEPCX vs AIVEX
AEPCX vs AIVEX Comparison
Open Charts AEPCX vs AIVEX
AEPCX vs AIVEX Comparison Chart in %
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AEPCX vs. AIVEX commentary
Aug 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 Buy and AIVEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIVEX (2.69B). AEPCX pays higher dividends than AIVEX: AEPCX (2.13) vs AIVEX (1.07). 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. AIVEX annual gain was more profitable for investors over the last year : 15.18 vs. AEPCX (5.97). AIVEX return over 5 years is better than : 31.71 vs. AEPCX (-6.68).
| 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 | 6.595 | 11.420 | 58% |
| 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 | 1.07 | 200% |
| Returns for 1 year | 5.97 | 15.18 | 39% |
| Returns for 3 years | 21.89 | 47.05 | 47% |
| Returns for 5 years | -6.68 | 31.71 | -21% |
| Returns for 10 years | 39.24 | N/A | - |
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