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AEPGX vs AIEVX
AEPGX vs AIEVX Comparison
Open Charts AEPGX vs AIEVX
AEPGX vs AIEVX Comparison Chart in %
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AEPGX vs. AIEVX 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 AEPGX is a Hold and AIEVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AIEVX (1.93B). AEPGX pays higher dividends than AIEVX: AEPGX (2.47) vs AIEVX (2.00). AEPGX was incepted earlier than AIEVX: AEPGX (42 years) vs AIEVX (24 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 : 10.63 vs. AIEVX (4.51). AEPGX return over 5 years is better than : -5.44 vs. AIEVX (-24.88).
| 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 | 24 years | - |
| Gain YTD | 3.966 | 11.662 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.93B | 7,409% |
| Annual Yield % from dividends | 2.47 | 2.00 | 123% |
| Returns for 1 year | 10.63 | 4.51 | 236% |
| Returns for 3 years | 23.43 | 14.54 | 161% |
| Returns for 5 years | -5.44 | -24.88 | 22% |
| Returns for 10 years | 57.75 | -7.22 | -800% |
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