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AEPFX vs AIVCX
AEPFX vs AIVCX Comparison
Open Charts AEPFX vs AIVCX
AEPFX vs AIVCX Comparison Chart in %
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AEPFX vs. AIVCX 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 AIVCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. AIVCX (2.67B). AEPFX pays higher dividends than AIVCX: AEPFX (2.64) vs AIVCX (0.66). AEPFX was incepted earlier than AIVCX: AEPFX (18 years) vs AIVCX (7 years). AIVCX (1.68) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. AIVCX (32.00). AEPFX (250) and AIVCX (250) have matching initial minimum investment requirements. AIVCX annual gain was more profitable for investors over the last year : 14.79 vs. AEPFX (10.87). AIVCX return over 5 years is better than : 25.53 vs. AEPFX (-3.20).
| AEPFX | AIVCX | AEPFX / AIVCX | |
| Total Expense Ratio | 0.59 | 1.67 | 35% |
| Annual Report Gross Expense Ratio | 0.59 | 1.68 | 35% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 4.076 | 6.781 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.64 | 0.66 | 401% |
| Returns for 1 year | 10.87 | 14.79 | 73% |
| Returns for 3 years | 24.32 | 38.68 | 63% |
| Returns for 5 years | -3.20 | 25.53 | -13% |
| Returns for 10 years | 66.65 | N/A | - |
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