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AEPGX vs AIVCX
AEPGX vs AIVCX Comparison
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AEPGX vs AIVCX Comparison Chart in %
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AEPGX vs. AIVCX 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 AIVCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AIVCX (2.67B). AEPGX pays higher dividends than AIVCX: AEPGX (2.47) vs AIVCX (0.66). AEPGX was incepted earlier than AIVCX: AEPGX (42 years) vs AIVCX (7 years). AIVCX (1.68) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. AIVCX (32.00). AEPGX (250) and AIVCX (250) have matching initial minimum investment requirements. AIVCX annual gain was more profitable for investors over the last year : 14.79 vs. AEPGX (10.63). AIVCX return over 5 years is better than : 25.53 vs. AEPGX (-5.44).
| AEPGX | AIVCX | AEPGX / AIVCX | |
| Total Expense Ratio | 0.83 | 1.67 | 50% |
| Annual Report Gross Expense Ratio | 0.83 | 1.68 | 49% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 3.966 | 6.781 | 58% |
| Front Load | 6% | N/A | - |
| 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 | 0.66 | 377% |
| Returns for 1 year | 10.63 | 14.79 | 72% |
| Returns for 3 years | 23.43 | 38.68 | 61% |
| Returns for 5 years | -5.44 | 25.53 | -21% |
| Returns for 10 years | 57.75 | N/A | - |
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