Interact to see
Advertisement
Advertisement
AEPGX vs AIVBX
AEPGX vs AIVBX Comparison
Open Charts AEPGX vs AIVBX
AEPGX vs AIVBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. AIVBX commentary
Jun 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 Hold and AIVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIVBX (2.62B). 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: 35.00 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. AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. AIVBX (11.08). AIVBX return over 5 years is better than : 27.24 vs. AEPGX (-1.55).
| 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 | 11.585 | 5.077 | 228% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.62B | 5,239% |
| Annual Yield % from dividends | 2.47 | 1.11 | 223% |
| Returns for 1 year | 14.87 | 11.08 | 134% |
| Returns for 3 years | 32.29 | 38.47 | 84% |
| Returns for 5 years | -1.55 | 27.24 | -6% |
| Returns for 10 years | 60.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement