Interact to see
Advertisement
Advertisement
AEPGX vs AIEVX
AEPGX vs AIEVX Comparison
Open Charts AEPGX vs AIEVX
AEPGX vs AIEVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. AIEVX commentary
Sep 13, 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 AEPGX is a Buy and AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. AIEVX (1.85B). AEPGX pays higher dividends than AIEVX: AEPGX (2.48) vs AIEVX (1.97). AEPGX was incepted earlier than AIEVX: AEPGX (42 years) vs AIEVX (25 years). AIEVX (0.93) is less costly to investors than AEPGX (0.83). AEPGX (50.00) and AIEVX (50.00) have comparable annual turnover. AEPGX has a lower initial minimum investment than AIEVX: AEPGX (250) vs AIEVX (1000000). AEPGX annual gain was more profitable for investors over the last year : 4.61 vs. AIEVX (-2.41). AEPGX return over 5 years is better than : -4.41 vs. AIEVX (-26.46).
| AEPGX | AIEVX | AEPGX / AIEVX | |
| Total Expense Ratio | 0.83 | 0.93 | 89% |
| Annual Report Gross Expense Ratio | 0.83 | 0.93 | 89% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 6.924 | 10.101 | 69% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.85B | 7,576% |
| Annual Yield % from dividends | 2.48 | 1.97 | 126% |
| Returns for 1 year | 4.61 | -2.41 | -191% |
| Returns for 3 years | 28.47 | 15.60 | 182% |
| Returns for 5 years | -4.41 | -26.46 | 17% |
| Returns for 10 years | 48.08 | -13.10 | -367% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement