Interact to see
Advertisement
Advertisement
AEPCX vs AIVFX
AEPCX vs AIVFX Comparison
Open Charts AEPCX vs AIVFX
AEPCX vs AIVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. AIVFX commentary
Aug 03, 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 AIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AIVFX (2.69B). AEPCX pays higher dividends than AIVFX: AEPCX (2.13) vs AIVFX (1.31). 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 : 15.71 vs. AEPCX (6.78). AIVFX return over 5 years is better than : 32.23 vs. AEPCX (-7.30).
| 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 | 3.168 | 7.978 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.13 | 1.31 | 163% |
| Returns for 1 year | 6.78 | 15.71 | 43% |
| Returns for 3 years | 14.70 | 40.34 | 36% |
| Returns for 5 years | -7.30 | 32.23 | -23% |
| Returns for 10 years | 38.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers