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AEPGX vs AIEVX
AEPGX vs AIEVX Comparison
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AEPGX vs AIEVX Comparison Chart in %
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AEPGX vs. AIEVX 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 AEPGX is a Buy and AIEVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. AIEVX (1.88B). AEPGX pays higher dividends than AIEVX: AEPGX (2.53) vs AIEVX (1.98). 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 : 5.55 vs. AIEVX (-0.07). AEPGX return over 5 years is better than : -5.69 vs. AIEVX (-26.43).
| 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 | 2.578 | 9.826 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,488% |
| Annual Yield % from dividends | 2.53 | 1.98 | 128% |
| Returns for 1 year | 5.55 | -0.07 | -8,068% |
| Returns for 3 years | 16.83 | 8.60 | 196% |
| Returns for 5 years | -5.69 | -26.43 | 22% |
| Returns for 10 years | 45.72 | -13.27 | -345% |
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