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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
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. AIVEX (2.75B). AEPGX pays higher dividends than AIVEX: AEPGX (2.48) vs AIVEX (1.05). 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. AIVEX annual gain was more profitable for investors over the last year : 9.12 vs. AEPGX (2.62). AIVEX return over 5 years is better than : 26.13 vs. AEPGX (-5.20).
| 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 | 5.421 | 7.597 | 71% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.48 | 1.05 | 238% |
| Returns for 1 year | 2.62 | 9.12 | 29% |
| Returns for 3 years | 26.17 | 45.03 | 58% |
| Returns for 5 years | -5.20 | 26.13 | -20% |
| Returns for 10 years | 45.72 | N/A | - |
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