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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
Jun 04, 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: 137B vs. AIVGX (2.62B). AEPFX pays higher dividends than AIVGX: AEPFX (2.64) vs AIVGX (1.42). AEPFX was incepted earlier than AIVGX: AEPFX (18 years) vs AIVGX (15 years). AEPFX (0.58) is less costly to investors than AIVGX (0.55). AEPFX is a more actively managed with annual turnover of: 35.00 vs. AIVGX (32.00). AEPFX has a lower initial minimum investment than AIVGX: AEPFX (250) vs AIVGX (1000000). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. AIVGX (11.57). AIVGX return over 5 years is better than : 30.13 vs. AEPFX (0.76).
| AEPFX | AIVGX | AEPFX / AIVGX | |
| Total Expense Ratio | 0.58 | 0.54 | 107% |
| Annual Report Gross Expense Ratio | 0.58 | 0.55 | 105% |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 11.682 | 5.237 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.62B | 5,239% |
| Annual Yield % from dividends | 2.64 | 1.42 | 186% |
| Returns for 1 year | 15.11 | 11.57 | 131% |
| Returns for 3 years | 33.24 | 40.28 | 83% |
| Returns for 5 years | 0.76 | 30.13 | 3% |
| Returns for 10 years | 69.19 | 104.35 | 66% |
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