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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
Aug 21, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. NIQVX (1.02B). AEPCX pays higher dividends than NIQVX: AEPCX (2.13) vs NIQVX (1.01). 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 : 4.80 vs. NIQVX (1.94). AEPCX (-4.80) and NIQVX (-4.82) have equivalent 5 years return.
| 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 | 14 years | - |
| Gain YTD | 5.487 | 6.114 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.02B | 13,431% |
| Annual Yield % from dividends | 2.13 | 1.01 | 211% |
| Returns for 1 year | 4.80 | 1.94 | 248% |
| Returns for 3 years | 24.57 | 33.55 | 73% |
| Returns for 5 years | -4.80 | -4.82 | 100% |
| Returns for 10 years | 38.48 | 50.02 | 77% |
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