AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
AFCGX
Price
$19.34
Change
-$0.06 (-0.31%)
Updated
Jul 31 closing price
Net Assets
190.89M
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AEPCX vs AFCGX

AEPCX vs AFCGX Comparison Chart in %
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AEPCX vs. AFCGX 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 AEPCX is a Buy and AFCGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AFCGX (191M). AEPCX pays higher dividends than AFCGX: AEPCX (2.13) vs AFCGX (1.08). 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 : 6.78 vs. AFCGX (2.78). AFCGX return over 5 years is better than : -3.12 vs. AEPCX (-7.30).
AEPCXAFCGXAEPCX / AFCGX
Total Expense Ratio1.580.0115,800%
Annual Report Gross Expense Ratio1.580.75211%
Fund Existence25 years7 years-
Gain YTD3.168-1.477-214%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B191M73,822%
Annual Yield % from dividends2.131.08198%
Returns for 1 year6.782.78244%
Returns for 3 years14.7020.7471%
Returns for 5 years-7.30-3.12234%
Returns for 10 years38.82N/A-
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