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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
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 Buy and IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. IDVSX (2.11B). AEPFX pays higher dividends than IDVSX: AEPFX (2.70) 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 : 5.78 vs. IDVSX (1.85). AEPFX return over 5 years is better than : -3.46 vs. IDVSX (-5.55).
| 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 | 2.701 | 2.436 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.11B | 6,686% |
| Annual Yield % from dividends | 2.70 | 0.00 | - |
| Returns for 1 year | 5.78 | 1.85 | 312% |
| Returns for 3 years | 17.67 | 21.05 | 84% |
| Returns for 5 years | -3.46 | -5.55 | 62% |
| Returns for 10 years | 53.95 | N/A | - |
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