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AEPCX vs NIQVX
AEPCX vs NIQVX Comparison
Open Charts AEPCX vs NIQVX
AEPCX vs NIQVX Comparison Chart in %
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AEPCX vs. NIQVX commentary
Jun 16, 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 NIQVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. NIQVX (1.05B). AEPCX pays higher dividends than NIQVX: AEPCX (2.06) vs NIQVX (0.99). AEPCX was incepted earlier than NIQVX: AEPCX (25 years) vs NIQVX (13 years). AEPCX (1.58) is less costly to investors than NIQVX (1.22). NIQVX is a more actively managed with annual turnover of: 61.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than NIQVX: AEPCX (250) vs NIQVX (1000). AEPCX annual gain was more profitable for investors over the last year : 10.24 vs. NIQVX (4.21). NIQVX return over 5 years is better than : -2.16 vs. AEPCX (-7.14).
| AEPCX | NIQVX | AEPCX / NIQVX | |
| Total Expense Ratio | 1.58 | 1.22 | 130% |
| Annual Report Gross Expense Ratio | 1.58 | 1.22 | 130% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 5.297 | 6.817 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.05B | 13,632% |
| Annual Yield % from dividends | 2.06 | 0.99 | 207% |
| Returns for 1 year | 10.24 | 4.21 | 243% |
| Returns for 3 years | 17.66 | 28.25 | 63% |
| Returns for 5 years | -7.14 | -2.16 | 331% |
| Returns for 10 years | 49.33 | 58.19 | 85% |
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