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AEPFX vs AIVBX
AEPFX vs AIVBX Comparison
Open Charts AEPFX vs AIVBX
AEPFX vs AIVBX Comparison Chart in %
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AEPFX vs. AIVBX 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 Hold and AIVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIVBX (2.69B). AEPFX pays higher dividends than AIVBX: AEPFX (2.70) vs AIVBX (1.10). 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 : 10.53 vs. AEPFX (5.78). AIVBX return over 5 years is better than : 26.66 vs. AEPFX (-3.46).
| 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 | 2.701 | 5.376 | 50% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.70 | 1.10 | 246% |
| Returns for 1 year | 5.78 | 10.53 | 55% |
| Returns for 3 years | 17.67 | 34.85 | 51% |
| Returns for 5 years | -3.46 | 26.66 | -13% |
| Returns for 10 years | 53.95 | N/A | - |
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