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AEPCX vs AFCSX
AEPCX vs AFCSX Comparison
Open Charts AEPCX vs AFCSX
AEPCX vs AFCSX Comparison Chart in %
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AEPCX vs. AFCSX commentary
Aug 30, 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 AFCSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AFCSX (191M). AEPCX pays higher dividends than AFCSX: AEPCX (2.13) vs AFCSX (0.22). AEPCX was incepted earlier than AFCSX: AEPCX (25 years) vs AFCSX (10 years). AEPCX (1.58) is less costly to investors than AFCSX (0.90). AFCSX is a more actively managed with annual turnover of: 90.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than AFCSX: AEPCX (250) vs AFCSX (5000000). AEPCX annual gain was more profitable for investors over the last year : 6.35 vs. AFCSX (1.55). AEPCX return over 5 years is better than : -6.53 vs. AFCSX (-9.85).
| AEPCX | AFCSX | AEPCX / AFCSX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 0.90 | 176% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 6.976 | -0.626 | -1,114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 191M | 71,728% |
| Annual Yield % from dividends | 2.13 | 0.22 | 964% |
| Returns for 1 year | 6.35 | 1.55 | 409% |
| Returns for 3 years | 22.86 | 23.87 | 96% |
| Returns for 5 years | -6.53 | -9.85 | 66% |
| Returns for 10 years | 40.77 | 90.63 | 45% |
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