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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
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 AFCWX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AFCWX (236M). AEPCX pays higher dividends than AFCWX: AEPCX (2.06) vs AFCWX (0.00). AEPCX was incepted earlier than AFCWX: AEPCX (25 years) vs AFCWX (10 years). AFCWX (1.60) and AEPCX (1.57) have similar cost to investors . AFCWX is a more actively managed with annual turnover of: 90.00 vs. AEPCX (35.00). 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 : 13.48 vs. AFCWX (5.73). AFCWX return over 5 years is better than : -4.52 vs. AEPCX (-5.59).
| AEPCX | AFCWX | AEPCX / AFCWX | |
| Total Expense Ratio | 1.57 | 1.60 | 98% |
| Annual Report Gross Expense Ratio | 1.57 | 1.60 | 98% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 11.217 | 3.484 | 322% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.06 | 0.00 | - |
| Returns for 1 year | 13.48 | 5.73 | 235% |
| Returns for 3 years | 28.39 | 21.63 | 131% |
| Returns for 5 years | -5.59 | -4.52 | 124% |
| Returns for 10 years | 51.98 | 85.32 | 61% |
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