AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
AFCGX
Price
$19.73
Change
+$0.21 (+1.08%)
Updated
Aug 21 closing price
Net Assets
192.48M
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AEPCX vs AFCGX

AEPCX vs AFCGX Comparison Chart in %
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AEPCX vs. AFCGX commentary
Aug 24, 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 StrongBuy and AFCGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AFCGX (192M). 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 : 7.17 vs. AFCGX (2.42). AFCGX return over 5 years is better than : -2.78 vs. AEPCX (-3.27).
AEPCXAFCGXAEPCX / AFCGX
Total Expense Ratio1.580.0115,800%
Annual Report Gross Expense Ratio1.580.75211%
Fund Existence25 years7 years-
Gain YTD7.1840.5091,410%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B192M71,354%
Annual Yield % from dividends2.131.08198%
Returns for 1 year7.172.42296%
Returns for 3 years26.1030.8585%
Returns for 5 years-3.27-2.78117%
Returns for 10 years40.04N/A-
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