Interact to see
Advertisement
Advertisement
AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
AEPGX vs IDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. IDVSX commentary
Jul 14, 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 (2.11B). AEPGX pays higher dividends than IDVSX: AEPGX (2.53) 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 : 5.55 vs. IDVSX (1.85). IDVSX (-5.55) and AEPGX (-5.69) have equivalent 5 years return.
| 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 | 2.578 | 2.436 | 106% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 2.11B | 6,686% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 5.55 | 1.85 | 300% |
| Returns for 3 years | 16.83 | 21.05 | 80% |
| Returns for 5 years | -5.69 | -5.55 | 103% |
| Returns for 10 years | 45.72 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers