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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 23, 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 StrongBuy and IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. IDVSX (1.95B). 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 : 8.66 vs. IDVSX (5.76). AEPGX return over 5 years is better than : 1.00 vs. IDVSX (-5.32).
| 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 | 8.015 | 2.579 | 311% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.95B | 7,026% |
| Annual Yield % from dividends | 2.56 | 0.00 | - |
| Returns for 1 year | 8.66 | 5.76 | 150% |
| Returns for 3 years | 30.30 | 35.63 | 85% |
| Returns for 5 years | 1.00 | -5.32 | -19% |
| Returns for 10 years | 47.95 | N/A | - |
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