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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
Sep 12, 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: 140B vs. AIVGX (2.75B). AEPCX pays higher dividends than AIVGX: AEPCX (2.07) vs AIVGX (1.36). AEPCX was incepted earlier than AIVGX: AEPCX (26 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 : 10.96 vs. AEPCX (3.15). AIVGX return over 5 years is better than : 28.72 vs. AEPCX (-8.48).
| AEPCX | AIVGX | AEPCX / AIVGX | |
| Total Expense Ratio | 1.58 | 0.54 | 293% |
| Annual Report Gross Expense Ratio | 1.58 | 0.55 | 287% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 6.041 | 8.597 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.07 | 1.36 | 153% |
| Returns for 1 year | 3.15 | 10.96 | 29% |
| Returns for 3 years | 24.32 | 47.83 | 51% |
| Returns for 5 years | -8.48 | 28.72 | -30% |
| Returns for 10 years | 40.12 | 111.25 | 36% |
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