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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
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 AFCHX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AFCHX (191M). AEPCX pays higher dividends than AFCHX: AEPCX (2.13) vs AFCHX (0.00). AEPCX was incepted earlier than AFCHX: AEPCX (25 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 : 6.78 vs. AFCHX (0.65). AEPCX return over 5 years is better than : -7.30 vs. AFCHX (-12.91).
| AEPCX | AFCHX | AEPCX / AFCHX | |
| Total Expense Ratio | 1.58 | 2.10 | 75% |
| Annual Report Gross Expense Ratio | 1.58 | 2.10 | 75% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 3.168 | -2.680 | -118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 191M | 73,822% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 6.78 | 0.65 | 1,045% |
| Returns for 3 years | 14.70 | 13.42 | 110% |
| Returns for 5 years | -7.30 | -12.91 | 57% |
| Returns for 10 years | 38.82 | 68.01 | 57% |
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