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AEPFX vs CIVAX
AEPFX vs CIVAX Comparison
Open Charts AEPFX vs CIVAX
AEPFX vs CIVAX Comparison Chart in %
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AEPFX vs. CIVAX 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 CIVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. CIVAX (2.69B). AEPFX pays higher dividends than CIVAX: AEPFX (2.70) vs CIVAX (1.13). AEPFX was incepted earlier than CIVAX: AEPFX (18 years) vs CIVAX (7 years). CIVAX (0.93) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. CIVAX (32.00). AEPFX (250) and CIVAX (250) have matching initial minimum investment requirements. CIVAX annual gain was more profitable for investors over the last year : 10.62 vs. AEPFX (5.78). CIVAX return over 5 years is better than : 26.86 vs. AEPFX (-3.46).
| AEPFX | CIVAX | AEPFX / CIVAX | |
| Total Expense Ratio | 0.59 | 0.92 | 64% |
| Annual Report Gross Expense Ratio | 0.59 | 0.93 | 63% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 2.701 | 5.373 | 50% |
| Front Load | N/A | 4% | - |
| 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 | 1.13 | 239% |
| Returns for 1 year | 5.78 | 10.62 | 54% |
| Returns for 3 years | 17.67 | 35.01 | 50% |
| Returns for 5 years | -3.46 | 26.86 | -13% |
| Returns for 10 years | 53.95 | N/A | - |
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