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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
Aug 03, 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 (2.72) vs AIEVX (1.99). 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 : 8.51 vs. AIEVX (3.05). AEPFX return over 5 years is better than : -0.90 vs. AIEVX (-24.98).
| 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 | 4.060 | 10.239 | 40% |
| 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 | 7,508% |
| Annual Yield % from dividends | 2.72 | 1.99 | 137% |
| Returns for 1 year | 8.51 | 3.05 | 279% |
| Returns for 3 years | 19.36 | 10.19 | 190% |
| Returns for 5 years | -0.90 | -24.98 | 4% |
| Returns for 10 years | 54.97 | -13.54 | -406% |
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