AEPCX
Price
$59.73
Change
-$0.15 (-0.25%)
Updated
Jul 2 closing price
Net Assets
143.2B
AFCGX
Price
$19.85
Change
-$0.05 (-0.25%)
Updated
Jul 2 closing price
Net Assets
201.93M
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AEPCX vs AFCGX

AEPCX vs AFCGX Comparison Chart in %
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AEPCX vs. AFCGX commentary
Jul 06, 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 AEPCX is a Buy and AFCGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AFCGX (202M). AEPCX pays higher dividends than AFCGX: AEPCX (2.11) vs AFCGX (1.03). AEPCX was incepted earlier than AFCGX: AEPCX (25 years) vs AFCGX (7 years). AEPCX (1.58) is less costly to investors than AFCGX (0.75). AFCGX is a more actively managed with annual turnover of: 90.00 vs. AEPCX (50.00). AFCGX has a lower initial minimum investment than AEPCX: AFCGX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 5.43 vs. AFCGX (3.79). AFCGX return over 5 years is better than : -0.71 vs. AEPCX (-8.77).
AEPCXAFCGXAEPCX / AFCGX
Total Expense Ratio1.580.0115,800%
Annual Report Gross Expense Ratio1.580.75211%
Fund Existence25 years7 years-
Gain YTD3.3931.121303%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B202M70,792%
Annual Yield % from dividends2.111.03206%
Returns for 1 year5.433.79143%
Returns for 3 years17.8423.7075%
Returns for 5 years-8.77-0.711,236%
Returns for 10 years44.80N/A-
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