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AEPCX vs AIVFX
AEPCX vs AIVFX Comparison
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AEPCX vs AIVFX Comparison Chart in %
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AEPCX vs. AIVFX commentary
Jun 28, 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 AIVFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AIVFX (2.67B). AEPCX pays higher dividends than AIVFX: AEPCX (2.06) vs AIVFX (1.33). AEPCX was incepted earlier than AIVFX: AEPCX (25 years) vs AIVFX (7 years). AEPCX (1.58) is less costly to investors than AIVFX (0.65). AEPCX is a more actively managed with annual turnover of: 50.00 vs. AIVFX (32.00). AEPCX (250) and AIVFX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 10.68 vs. AEPCX (5.72). AIVFX return over 5 years is better than : 28.03 vs. AEPCX (-10.14).
| AEPCX | AIVFX | AEPCX / AIVFX | |
| Total Expense Ratio | 1.58 | 0.64 | 247% |
| Annual Report Gross Expense Ratio | 1.58 | 0.65 | 243% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 2.804 | 4.906 | 57% |
| 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 | 1.33 | 154% |
| Returns for 1 year | 5.72 | 10.68 | 54% |
| Returns for 3 years | 18.21 | 39.17 | 46% |
| Returns for 5 years | -10.14 | 28.03 | -36% |
| Returns for 10 years | 48.91 | N/A | - |
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