Interact to see
Advertisement
Advertisement
AEPFX vs AIVCX
AEPFX vs AIVCX Comparison
Open Charts AEPFX vs AIVCX
AEPFX vs AIVCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. AIVCX 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 AIVCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIVCX (2.69B). AEPFX pays higher dividends than AIVCX: AEPFX (2.70) vs AIVCX (0.65). 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 : 9.73 vs. AEPFX (5.78). AIVCX return over 5 years is better than : 22.20 vs. AEPFX (-3.46).
| 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 | 2.701 | 4.972 | 54% |
| Front Load | N/A | N/A | - |
| 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 | 0.65 | 415% |
| Returns for 1 year | 5.78 | 9.73 | 59% |
| Returns for 3 years | 17.67 | 31.94 | 55% |
| Returns for 5 years | -3.46 | 22.20 | -16% |
| Returns for 10 years | 53.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers