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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
Sep 13, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. AIEVX (1.85B). AEPFX pays higher dividends than AIEVX: AEPFX (2.64) vs AIEVX (1.97). AEPFX was incepted earlier than AIEVX: AEPFX (18 years) vs AIEVX (25 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 : 4.84 vs. AIEVX (-2.41). AEPFX return over 5 years is better than : -2.16 vs. AIEVX (-26.46).
| 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 | 25 years | - |
| Gain YTD | 7.092 | 10.101 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.85B | 7,576% |
| Annual Yield % from dividends | 2.64 | 1.97 | 134% |
| Returns for 1 year | 4.84 | -2.41 | -201% |
| Returns for 3 years | 29.39 | 15.60 | 188% |
| Returns for 5 years | -2.16 | -26.46 | 8% |
| Returns for 10 years | 56.42 | -13.10 | -431% |
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