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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AFCSX (236M). 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 (1.57) is less costly to investors than AFCSX (0.90). AFCSX is a more actively managed with annual turnover of: 90.00 vs. AEPCX (35.00). 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 : 13.48 vs. AFCSX (6.48). AFCSX return over 5 years is better than : -1.02 vs. AEPCX (-5.59).
| AEPCX | AFCSX | AEPCX / AFCSX | |
| Total Expense Ratio | 1.57 | 0.90 | 174% |
| Annual Report Gross Expense Ratio | 1.57 | 0.90 | 174% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 11.217 | 3.810 | 294% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.06 | 0.21 | 978% |
| Returns for 1 year | 13.48 | 6.48 | 208% |
| Returns for 3 years | 28.39 | 24.19 | 117% |
| Returns for 5 years | -5.59 | -1.02 | 548% |
| Returns for 10 years | 51.98 | 99.14 | 52% |
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