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AEPGX vs AIVEX
AEPGX vs AIVEX Comparison
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AEPGX vs AIVEX Comparison Chart in %
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AEPGX vs. AIVEX commentary
Jun 15, 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 AIVEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AIVEX (2.67B). AEPGX pays higher dividends than AIVEX: AEPGX (2.47) vs AIVEX (1.09). AEPGX was incepted earlier than AIVEX: AEPGX (42 years) vs AIVEX (7 years). AIVEX (0.92) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. AIVEX (32.00). AEPGX (250) and AIVEX (250) have matching initial minimum investment requirements. AEPGX annual gain was more profitable for investors over the last year : 14.30 vs. AIVEX (10.57). AIVEX return over 5 years is better than : 27.03 vs. AEPGX (-4.33).
| AEPGX | AIVEX | AEPGX / AIVEX | |
| Total Expense Ratio | 0.83 | 0.91 | 91% |
| Annual Report Gross Expense Ratio | 0.83 | 0.92 | 90% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 9.817 | 5.611 | 175% |
| 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 | 1.09 | 227% |
| Returns for 1 year | 14.30 | 10.57 | 135% |
| Returns for 3 years | 27.46 | 37.81 | 73% |
| Returns for 5 years | -4.33 | 27.03 | -16% |
| Returns for 10 years | 65.13 | N/A | - |
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