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AEPFX vs AIEVX
AEPFX vs AIEVX Comparison
Open Charts AEPFX vs AIEVX
AEPFX vs AIEVX Comparison Chart in %
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AEPFX vs. AIEVX commentary
Jul 14, 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 AEPFX is a Buy and AIEVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIEVX (1.88B). AEPFX pays higher dividends than AIEVX: AEPFX (2.70) vs AIEVX (1.98). AEPFX was incepted earlier than AIEVX: AEPFX (18 years) vs AIEVX (24 years). AIEVX (0.93) is less costly to investors than AEPFX (0.59). AEPFX (50.00) and AIEVX (50.00) have comparable annual turnover. AEPFX has a lower initial minimum investment than AIEVX: AEPFX (250) vs AIEVX (1000000). AEPFX annual gain was more profitable for investors over the last year : 5.78 vs. AIEVX (-0.07). AEPFX return over 5 years is better than : -3.46 vs. AIEVX (-26.43).
| AEPFX | AIEVX | AEPFX / AIEVX | |
| Total Expense Ratio | 0.59 | 0.93 | 63% |
| Annual Report Gross Expense Ratio | 0.59 | 0.93 | 63% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.701 | 9.826 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,488% |
| Annual Yield % from dividends | 2.70 | 1.98 | 136% |
| Returns for 1 year | 5.78 | -0.07 | -8,409% |
| Returns for 3 years | 17.67 | 8.60 | 205% |
| Returns for 5 years | -3.46 | -26.43 | 13% |
| Returns for 10 years | 53.95 | -13.27 | -407% |
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