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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
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 NIQVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. NIQVX (981M). AEPCX pays higher dividends than NIQVX: AEPCX (2.07) vs NIQVX (0.99). AEPCX was incepted earlier than NIQVX: AEPCX (26 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 : 3.15 vs. NIQVX (0.79). NIQVX (-8.25) and AEPCX (-8.48) 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 | 26 years | 14 years | - |
| Gain YTD | 6.041 | 4.708 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 981M | 14,271% |
| Annual Yield % from dividends | 2.07 | 0.99 | 208% |
| Returns for 1 year | 3.15 | 0.79 | 398% |
| Returns for 3 years | 24.32 | 31.78 | 77% |
| Returns for 5 years | -8.48 | -8.25 | 103% |
| Returns for 10 years | 40.12 | 49.47 | 81% |
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