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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 23, 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 AFCHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AFCHX (192M). 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 : 7.17 vs. AFCHX (0.29). AEPCX return over 5 years is better than : -3.27 vs. AFCHX (-12.66).
| 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 | 7.184 | -0.855 | -840% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 192M | 71,354% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 7.17 | 0.29 | 2,486% |
| Returns for 3 years | 26.10 | 22.90 | 114% |
| Returns for 5 years | -3.27 | -12.66 | 26% |
| Returns for 10 years | 40.04 | 66.73 | 60% |
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