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AEPFX vs AIVGX
AEPFX vs AIVGX Comparison
Open Charts AEPFX vs AIVGX
AEPFX vs AIVGX Comparison Chart in %
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AEPFX vs. AIVGX 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 AIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIVGX (2.69B). AEPFX pays higher dividends than AIVGX: AEPFX (2.70) vs AIVGX (1.40). AEPFX was incepted earlier than AIVGX: AEPFX (18 years) vs AIVGX (15 years). AEPFX (0.59) is less costly to investors than AIVGX (0.55). AEPFX is a more actively managed with annual turnover of: 50.00 vs. AIVGX (32.00). AEPFX has a lower initial minimum investment than AIVGX: AEPFX (250) vs AIVGX (1000000). AIVGX annual gain was more profitable for investors over the last year : 11.02 vs. AEPFX (5.78). AIVGX return over 5 years is better than : 29.53 vs. AEPFX (-3.46).
| AEPFX | AIVGX | AEPFX / AIVGX | |
| Total Expense Ratio | 0.59 | 0.54 | 109% |
| Annual Report Gross Expense Ratio | 0.59 | 0.55 | 107% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 2.701 | 5.583 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.69B | 5,249% |
| Annual Yield % from dividends | 2.70 | 1.40 | 193% |
| Returns for 1 year | 5.78 | 11.02 | 52% |
| Returns for 3 years | 17.67 | 36.62 | 48% |
| Returns for 5 years | -3.46 | 29.53 | -12% |
| Returns for 10 years | 53.95 | 108.50 | 50% |
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