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AEPGX vs AIVBX
AEPGX vs AIVBX Comparison
Open Charts AEPGX vs AIVBX
AEPGX vs AIVBX Comparison Chart in %
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AEPGX vs. AIVBX 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 AIVBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AIVBX (2.67B). AEPGX pays higher dividends than AIVBX: AEPGX (2.47) vs AIVBX (1.11). AEPGX was incepted earlier than AIVBX: AEPGX (42 years) vs AIVBX (7 years). AIVBX (0.98) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. AIVBX (32.00). AEPGX (6%) and AIVBX (6%) have equivalent initial investment costs. AEPGX (250) and AIVBX (250) have matching initial minimum investment requirements. AIVBX annual gain was more profitable for investors over the last year : 15.63 vs. AEPGX (10.63). AIVBX return over 5 years is better than : 30.07 vs. AEPGX (-5.44).
| AEPGX | AIVBX | AEPGX / AIVBX | |
| Total Expense Ratio | 0.83 | 0.97 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.98 | 85% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 3.966 | 7.168 | 55% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 2.67B | 5,350% |
| Annual Yield % from dividends | 2.47 | 1.11 | 223% |
| Returns for 1 year | 10.63 | 15.63 | 68% |
| Returns for 3 years | 23.43 | 41.68 | 56% |
| Returns for 5 years | -5.44 | 30.07 | -18% |
| Returns for 10 years | 57.75 | N/A | - |
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