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AEPCX vs AIVGX
AEPCX vs AIVGX Comparison
Open Charts AEPCX vs AIVGX
AEPCX vs AIVGX Comparison Chart in %
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AEPCX vs. AIVGX 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 AIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIVGX (2.69B). AEPCX pays higher dividends than AIVGX: AEPCX (2.13) vs AIVGX (1.39). AEPCX was incepted earlier than AIVGX: AEPCX (25 years) vs AIVGX (15 years). AEPCX (1.58) is less costly to investors than AIVGX (0.55). AEPCX is a more actively managed with annual turnover of: 50.00 vs. AIVGX (32.00). AEPCX has a lower initial minimum investment than AIVGX: AEPCX (250) vs AIVGX (1000000). AIVGX annual gain was more profitable for investors over the last year : 14.83 vs. AEPCX (7.17). AIVGX return over 5 years is better than : 35.97 vs. AEPCX (-3.27).
| AEPCX | AIVGX | AEPCX / AIVGX | |
| Total Expense Ratio | 1.58 | 0.54 | 293% |
| Annual Report Gross Expense Ratio | 1.58 | 0.55 | 287% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 7.184 | 10.771 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.69B | 5,089% |
| Annual Yield % from dividends | 2.13 | 1.39 | 154% |
| Returns for 1 year | 7.17 | 14.83 | 48% |
| Returns for 3 years | 26.10 | 50.98 | 51% |
| Returns for 5 years | -3.27 | 35.97 | -9% |
| Returns for 10 years | 40.04 | 111.38 | 36% |
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