Interact to see
Advertisement
Advertisement
AEPGX vs AIVFX
AEPGX vs AIVFX Comparison
Open Charts AEPGX vs AIVFX
AEPGX vs AIVFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. AIVFX commentary
Sep 12, 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 Buy and AIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. AIVFX (2.75B). AEPGX pays higher dividends than AIVFX: AEPGX (2.48) vs AIVFX (1.28). 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 : 10.84 vs. AEPGX (4.61). AIVFX return over 5 years is better than : 28.03 vs. AEPGX (-4.41).
| 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 | 6.924 | 8.523 | 81% |
| 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 | 1.28 | 194% |
| Returns for 1 year | 4.61 | 10.84 | 42% |
| Returns for 3 years | 28.47 | 47.31 | 60% |
| Returns for 5 years | -4.41 | 28.03 | -16% |
| Returns for 10 years | 48.08 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers