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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
Jun 24, 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 Hold and AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. AIEVX (1.93B). AEPFX pays higher dividends than AIEVX: AEPFX (2.64) vs AIEVX (2.00). 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 : 14.47 vs. AIEVX (4.51). AEPFX return over 5 years is better than : 0.46 vs. AIEVX (-24.88).
| 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 | 7.158 | 11.662 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,409% |
| Annual Yield % from dividends | 2.64 | 2.00 | 132% |
| Returns for 1 year | 14.47 | 4.51 | 321% |
| Returns for 3 years | 28.00 | 14.54 | 193% |
| Returns for 5 years | 0.46 | -24.88 | -2% |
| Returns for 10 years | 71.59 | -7.22 | -991% |
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