Interact to see
Advertisement
Advertisement
AEPFX vs AIVBX
AEPFX vs AIVBX Comparison
Open Charts AEPFX vs AIVBX
AEPFX vs AIVBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. AIVBX 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 AEPFX is a Buy and AIVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. AIVBX (2.75B). AEPFX pays higher dividends than AIVBX: AEPFX (2.64) vs AIVBX (1.06). AEPFX was incepted earlier than AIVBX: AEPFX (18 years) vs AIVBX (7 years). AIVBX (0.98) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. AIVBX (32.00). AEPFX (250) and AIVBX (250) have matching initial minimum investment requirements. AIVBX annual gain was more profitable for investors over the last year : 10.48 vs. AEPFX (4.84). AIVBX return over 5 years is better than : 25.90 vs. AEPFX (-2.16).
| AEPFX | AIVBX | AEPFX / AIVBX | |
| Total Expense Ratio | 0.59 | 0.97 | 61% |
| Annual Report Gross Expense Ratio | 0.59 | 0.98 | 60% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 7.092 | 8.313 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.64 | 1.06 | 249% |
| Returns for 1 year | 4.84 | 10.48 | 46% |
| Returns for 3 years | 29.39 | 45.88 | 64% |
| Returns for 5 years | -2.16 | 25.90 | -8% |
| Returns for 10 years | 56.42 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers