AEPCX
Price
$58.56
Change
+$0.23 (+0.39%)
Updated
Jul 27 closing price
Net Assets
140.66B
NIQVX
Price
$14.64
Change
-$0.03 (-0.20%)
Updated
Jul 27 closing price
Net Assets
1B
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AEPCX vs NIQVX

AEPCX vs NIQVX Comparison Chart in %
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AEPCX vs. NIQVX commentary
Jul 28, 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.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. NIQVX (1B). AEPCX pays higher dividends than NIQVX: AEPCX (2.11) vs NIQVX (0.99). AEPCX was incepted earlier than NIQVX: AEPCX (25 years) vs NIQVX (14 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 : 1.92 vs. NIQVX (-2.15). NIQVX return over 5 years is better than : -6.16 vs. AEPCX (-9.24).
AEPCXNIQVXAEPCX / NIQVX
Total Expense Ratio1.581.22130%
Annual Report Gross Expense Ratio1.581.22130%
Fund Existence25 years14 years-
Gain YTD1.3672.88147%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets141B1B14,086%
Annual Yield % from dividends2.110.99214%
Returns for 1 year1.92-2.15-89%
Returns for 3 years12.0522.3554%
Returns for 5 years-9.24-6.16150%
Returns for 10 years35.0447.6674%
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