Interact to see
Advertisement
Advertisement
AEPFX vs CIVAX
AEPFX vs CIVAX Comparison
Open Charts AEPFX vs CIVAX
AEPFX vs CIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. CIVAX 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 CIVAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. CIVAX (2.67B). AEPFX pays higher dividends than CIVAX: AEPFX (2.64) vs CIVAX (1.14). 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 : 12.65 vs. AEPFX (10.87). CIVAX return over 5 years is better than : 26.61 vs. AEPFX (-3.20).
| 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 | 4.076 | 4.925 | 83% |
| Front Load | N/A | 4% | - |
| 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 | 1.14 | 231% |
| Returns for 1 year | 10.87 | 12.65 | 86% |
| Returns for 3 years | 24.32 | 38.96 | 62% |
| Returns for 5 years | -3.20 | 26.61 | -12% |
| Returns for 10 years | 66.65 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IBGB | 24.31 | 0.04 | +0.16% |
| iShares iBonds Dec 2045 Term Trsy ETF | |||
| UTWY | 42.71 | 0.06 | +0.14% |
| F/m US Treasury 20 Year Bond ETF | |||
| MINT | 100.70 | 0.01 | +0.01% |
| PIMCO Enhanced Short Maturity Active ETF | |||
| EJUL | 31.19 | -0.01 | -0.03% |
| Innovator Emerging Power Bffr ETF July | |||
| CLOZ | 26.24 | -0.05 | -0.17% |
| Eldridge BBB-B CLO ETF | |||