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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 24, 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: 143B vs. AFCWX (209M). 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 (1.58) 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 (9.08) and AFCWX (8.69) have marching annual gain over last year. AFCWX return over 5 years is better than : -5.18 vs. AEPCX (-9.45).
| 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 | 3.272 | 3.538 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 209M | 68,421% |
| Annual Yield % from dividends | 2.06 | 0.00 | - |
| Returns for 1 year | 9.08 | 8.69 | 105% |
| Returns for 3 years | 19.46 | 23.43 | 83% |
| Returns for 5 years | -9.45 | -5.18 | 182% |
| Returns for 10 years | 49.26 | 98.74 | 50% |
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