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AEPCX vs AFCSX
AEPCX vs AFCSX Comparison
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AEPCX vs AFCSX Comparison Chart in %
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AEPCX vs. AFCSX commentary
Jun 24, 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 Hold and AFCSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AFCSX (209M). AEPCX pays higher dividends than AFCSX: AEPCX (2.06) vs AFCSX (0.21). 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 : 9.08 vs. AFCSX (8.34). AFCSX return over 5 years is better than : -3.35 vs. AEPCX (-9.45).
| 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 | 3.272 | 3.758 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 209M | 68,421% |
| Annual Yield % from dividends | 2.06 | 0.21 | 978% |
| Returns for 1 year | 9.08 | 8.34 | 109% |
| Returns for 3 years | 19.46 | 25.92 | 75% |
| Returns for 5 years | -9.45 | -3.35 | 282% |
| Returns for 10 years | 49.26 | 113.33 | 43% |
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