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AEPCX vs AFCHX
AEPCX vs AFCHX Comparison
Open Charts AEPCX vs AFCHX
AEPCX vs AFCHX Comparison Chart in %
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AEPCX vs. AFCHX commentary
Sep 12, 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 AFCHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AFCHX (188M). AEPCX pays higher dividends than AFCHX: AEPCX (2.07) vs AFCHX (0.00). AEPCX was incepted earlier than AFCHX: AEPCX (26 years) vs AFCHX (10 years). AFCHX (2.10) is less costly to investors than AEPCX (1.58). AFCHX is a more actively managed with annual turnover of: 90.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than AFCHX: AEPCX (250) vs AFCHX (2500). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. AFCHX (-2.06). AEPCX return over 5 years is better than : -8.48 vs. AFCHX (-15.70).
| AEPCX | AFCHX | AEPCX / AFCHX | |
| Total Expense Ratio | 1.58 | 2.10 | 75% |
| Annual Report Gross Expense Ratio | 1.58 | 2.10 | 75% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.041 | -2.338 | -258% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 188M | 74,468% |
| Annual Yield % from dividends | 2.07 | 0.00 | - |
| Returns for 1 year | 3.15 | -2.06 | -153% |
| Returns for 3 years | 24.32 | 21.58 | 113% |
| Returns for 5 years | -8.48 | -15.70 | 54% |
| Returns for 10 years | 40.12 | 69.27 | 58% |
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