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AEPCX vs AFCMX
AEPCX vs AFCMX Comparison
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AEPCX vs AFCMX Comparison Chart in %
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AEPCX vs. AFCMX 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 AFCMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AFCMX (192M). AEPCX pays higher dividends than AFCMX: AEPCX (2.13) vs AFCMX (0.37). AEPCX was incepted earlier than AFCMX: AEPCX (25 years) vs AFCMX (10 years). AEPCX (1.58) is less costly to investors than AFCMX (0.75). AFCMX is a more actively managed with annual turnover of: 90.00 vs. AEPCX (50.00). AFCMX has a lower initial minimum investment than AEPCX: AFCMX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. AFCMX (1.68). AEPCX return over 5 years is better than : -3.27 vs. AFCMX (-6.36).
| AEPCX | AFCMX | AEPCX / AFCMX | |
| Total Expense Ratio | 1.58 | 0.75 | 211% |
| Annual Report Gross Expense Ratio | 1.58 | 0.75 | 211% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 7.184 | 0.052 | 13,843% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 192M | 71,354% |
| Annual Yield % from dividends | 2.13 | 0.37 | 578% |
| Returns for 1 year | 7.17 | 1.68 | 426% |
| Returns for 3 years | 26.10 | 27.98 | 93% |
| Returns for 5 years | -3.27 | -6.36 | 51% |
| Returns for 10 years | 40.04 | 91.27 | 44% |
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