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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
Aug 03, 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 (2.56) vs AIEVX (1.99). 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 : 8.28 vs. AIEVX (3.05). AEPGX return over 5 years is better than : -3.18 vs. AIEVX (-24.98).
| 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 | 3.933 | 10.239 | 38% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,508% |
| Annual Yield % from dividends | 2.56 | 1.99 | 128% |
| Returns for 1 year | 8.28 | 3.05 | 272% |
| Returns for 3 years | 18.54 | 10.19 | 182% |
| Returns for 5 years | -3.18 | -24.98 | 13% |
| Returns for 10 years | 46.68 | -13.54 | -345% |
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