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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
Aug 03, 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 Buy and AFCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AFCWX (191M). AEPCX pays higher dividends than AFCWX: AEPCX (2.13) 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 : 6.78 vs. AFCWX (1.18). AEPCX return over 5 years is better than : -7.30 vs. AFCWX (-10.61).
| 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 | 3.168 | -2.341 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 191M | 73,822% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 6.78 | 1.18 | 572% |
| Returns for 3 years | 14.70 | 15.15 | 97% |
| Returns for 5 years | -7.30 | -10.61 | 69% |
| Returns for 10 years | 38.82 | 76.78 | 51% |
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