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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Aug 23, 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 StrongBuy and IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. IDVSX (1.95B). AEPFX pays higher dividends than IDVSX: AEPFX (2.72) vs IDVSX (0.00). AEPFX was incepted earlier than IDVSX: AEPFX (18 years) vs IDVSX (8 years). IDVSX (0.90) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. IDVSX (13.00). AEPFX has a lower initial minimum investment than IDVSX: AEPFX (250) vs IDVSX (5000000). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. IDVSX (5.76). AEPFX return over 5 years is better than : 3.40 vs. IDVSX (-5.32).
| AEPFX | IDVSX | AEPFX / IDVSX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.90 | 66% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 8.169 | 2.579 | 317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.95B | 7,026% |
| Annual Yield % from dividends | 2.72 | 0.00 | - |
| Returns for 1 year | 8.91 | 5.76 | 155% |
| Returns for 3 years | 31.21 | 35.63 | 88% |
| Returns for 5 years | 3.40 | -5.32 | -64% |
| Returns for 10 years | 56.30 | N/A | - |
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