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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Aug 03, 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 IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. IDVSX (2B). AEPGX pays higher dividends than IDVSX: AEPGX (2.56) vs IDVSX (0.00). AEPGX was incepted earlier than IDVSX: AEPGX (42 years) vs IDVSX (8 years). IDVSX (0.90) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. IDVSX (13.00). AEPGX has a lower initial minimum investment than IDVSX: AEPGX (250) vs IDVSX (5000000). AEPGX annual gain was more profitable for investors over the last year : 8.28 vs. IDVSX (6.04). AEPGX return over 5 years is better than : -3.18 vs. IDVSX (-7.32).
| AEPGX | IDVSX | AEPGX / IDVSX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 0.90 | 92% |
| Fund Existence | 42 years | 8 years | - |
| Gain YTD | 3.933 | 0.645 | 610% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2B | 7,036% |
| Annual Yield % from dividends | 2.56 | 0.00 | - |
| Returns for 1 year | 8.28 | 6.04 | 137% |
| Returns for 3 years | 18.54 | 23.14 | 80% |
| Returns for 5 years | -3.18 | -7.32 | 43% |
| Returns for 10 years | 46.68 | N/A | - |
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