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AEPGX vs AIVGX
AEPGX vs AIVGX Comparison
Open Charts AEPGX vs AIVGX
AEPGX vs AIVGX Comparison Chart in %
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AEPGX vs. AIVGX 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 AIVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. AIVGX (2.75B). AEPGX pays higher dividends than AIVGX: AEPGX (2.48) vs AIVGX (1.36). AEPGX was incepted earlier than AIVGX: AEPGX (42 years) vs AIVGX (15 years). AEPGX (0.83) is less costly to investors than AIVGX (0.55). AEPGX is a more actively managed with annual turnover of: 50.00 vs. AIVGX (32.00). AEPGX has a lower initial minimum investment than AIVGX: AEPGX (250) vs AIVGX (1000000). AIVGX annual gain was more profitable for investors over the last year : 10.96 vs. AEPGX (4.61). AIVGX return over 5 years is better than : 28.72 vs. AEPGX (-4.41).
| AEPGX | AIVGX | AEPGX / AIVGX | |
| Total Expense Ratio | 0.83 | 0.54 | 154% |
| Annual Report Gross Expense Ratio | 0.83 | 0.55 | 151% |
| Fund Existence | 42 years | 15 years | - |
| Gain YTD | 6.924 | 8.597 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.75B | 5,091% |
| Annual Yield % from dividends | 2.48 | 1.36 | 183% |
| Returns for 1 year | 4.61 | 10.96 | 42% |
| Returns for 3 years | 28.47 | 47.83 | 60% |
| Returns for 5 years | -4.41 | 28.72 | -15% |
| Returns for 10 years | 48.08 | 111.25 | 43% |
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