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AEPCX vs AFCWX
AEPCX vs AFCWX Comparison
Open Charts 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.
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.
| AEPCX | AFCWX | AEPCX / AFCWX | |
| Total Expense Ratio | 1.58 | 1.60 | 99% |
| Annual Report Gross Expense Ratio | 1.58 | 1.60 | 99% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 1.869 | -0.490 | -382% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 202M | 69,802% |
| Annual Yield % from dividends | 2.11 | 0.00 | - |
| Returns for 1 year | 4.09 | 2.24 | 183% |
| Returns for 3 years | 13.07 | 14.90 | 88% |
| Returns for 5 years | -9.69 | -9.37 | 103% |
| Returns for 10 years | 37.90 | 84.48 | 45% |
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