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AEPGX vs AIVFX
AEPGX vs AIVFX Comparison
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AEPGX vs AIVFX Comparison Chart in %
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AEPGX vs. AIVFX 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 AIVFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AIVFX (2.67B). AEPGX pays higher dividends than AIVFX: AEPGX (2.47) vs AIVFX (1.33). AEPGX was incepted earlier than AIVFX: AEPGX (42 years) vs AIVFX (7 years). AEPGX (0.83) is less costly to investors than AIVFX (0.65). AEPGX is a more actively managed with annual turnover of: 50.00 vs. AIVFX (32.00). AEPGX (250) and AIVFX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 16.00 vs. AEPGX (10.63). AIVFX return over 5 years is better than : 32.28 vs. AEPGX (-5.44).
| AEPGX | AIVFX | AEPGX / AIVFX | |
| Total Expense Ratio | 0.83 | 0.64 | 130% |
| Annual Report Gross Expense Ratio | 0.83 | 0.65 | 128% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 3.966 | 7.284 | 54% |
| 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 | 1.33 | 185% |
| Returns for 1 year | 10.63 | 16.00 | 66% |
| Returns for 3 years | 23.43 | 43.14 | 54% |
| Returns for 5 years | -5.44 | 32.28 | -17% |
| Returns for 10 years | 57.75 | N/A | - |
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