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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 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 AIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B 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 : 15.76 vs. AEPCX (6.78). AIVGX return over 5 years is better than : 32.95 vs. AEPCX (-7.30).
| 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 | 3.168 | 8.004 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.13 | 1.39 | 154% |
| Returns for 1 year | 6.78 | 15.76 | 43% |
| Returns for 3 years | 14.70 | 40.79 | 36% |
| Returns for 5 years | -7.30 | 32.95 | -22% |
| Returns for 10 years | 38.82 | 109.54 | 35% |
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