AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
AFCWX
Price
$17.92
Change
-$0.36 (-1.97%)
Updated
Jul 13 closing price
Net Assets
202.05M
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AEPCX vs AFCWX

AEPCX vs AFCWX Comparison Chart in %
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AEPCX vs. AFCWX commentary
Jul 14, 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 AFCWX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AFCWX (202M). AEPCX pays higher dividends than AFCWX: AEPCX (2.11) vs AFCWX (0.00). AEPCX was incepted earlier than AFCWX: AEPCX (25 years) vs AFCWX (10 years). AFCWX (1.60) and AEPCX (1.58) have similar cost to investors . AFCWX is a more actively managed with annual turnover of: 90.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than AFCWX: AEPCX (250) vs AFCWX (2500). AEPCX annual gain was more profitable for investors over the last year : 4.09 vs. AFCWX (2.24). AFCWX (-9.37) and AEPCX (-9.69) have equivalent 5 years return.
AEPCXAFCWXAEPCX / AFCWX
Total Expense Ratio1.581.6099%
Annual Report Gross Expense Ratio1.581.6099%
Fund Existence25 years10 years-
Gain YTD1.869-0.490-382%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets141B202M69,802%
Annual Yield % from dividends2.110.00-
Returns for 1 year4.092.24183%
Returns for 3 years13.0714.9088%
Returns for 5 years-9.69-9.37103%
Returns for 10 years37.9084.4845%
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