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AEPCX vs NIQVX
AEPCX vs NIQVX Comparison
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AEPCX vs NIQVX Comparison Chart in %
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AEPCX vs. NIQVX commentary
Jul 06, 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 NIQVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. NIQVX (1.05B). AEPCX pays higher dividends than NIQVX: AEPCX (2.11) 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 : 5.43 vs. NIQVX (2.96). NIQVX return over 5 years is better than : -1.99 vs. AEPCX (-8.77).
| 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 | 3.393 | 6.676 | 51% |
| 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 | 13,671% |
| Annual Yield % from dividends | 2.11 | 0.99 | 214% |
| Returns for 1 year | 5.43 | 2.96 | 183% |
| Returns for 3 years | 17.84 | 30.40 | 59% |
| Returns for 5 years | -8.77 | -1.99 | 440% |
| Returns for 10 years | 44.80 | 58.95 | 76% |
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