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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
Sep 22, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AFCSX (185M). AEPCX pays higher dividends than AFCSX: AEPCX (2.07) vs AFCSX (0.22). AEPCX was incepted earlier than AFCSX: AEPCX (26 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 : 2.57 vs. AFCSX (-1.51). AEPCX return over 5 years is better than : -7.40 vs. AFCSX (-9.66).
| AEPCX | AFCSX | AEPCX / AFCSX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 0.90 | 176% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.093 | -2.140 | -285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 185M | 75,676% |
| Annual Yield % from dividends | 2.07 | 0.22 | 947% |
| Returns for 1 year | 2.57 | -1.51 | -170% |
| Returns for 3 years | 28.17 | 29.33 | 96% |
| Returns for 5 years | -7.40 | -9.66 | 77% |
| Returns for 10 years | 36.58 | 84.15 | 43% |
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