AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
AIWCX
Price
$12.92
Change
-$0.09 (-0.69%)
Updated
Jul 31 closing price
Net Assets
2.2B
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AEPCX vs AIWCX

AEPCX vs AIWCX Comparison Chart in %
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AEPCX vs. AIWCX 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 AIWCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AIWCX (2.2B). AEPCX pays higher dividends than AIWCX: AEPCX (2.13) vs AIWCX (0.00). AEPCX was incepted earlier than AIWCX: AEPCX (25 years) vs AIWCX (25 years). AIWCX (2.22) is less costly to investors than AEPCX (1.58). AIWCX is a more actively managed with annual turnover of: 65.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than AIWCX: AEPCX (250) vs AIWCX (2500). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. AIWCX (3.03). AEPCX return over 5 years is better than : -7.30 vs. AIWCX (-17.52).
AEPCXAIWCXAEPCX / AIWCX
Total Expense Ratio1.582.1972%
Annual Report Gross Expense Ratio1.582.2271%
Fund Existence25 years25 years-
Gain YTD3.1681.572201%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.2B6,400%
Annual Yield % from dividends2.130.00-
Returns for 1 year6.783.03224%
Returns for 3 years14.7013.13112%
Returns for 5 years-7.30-17.5242%
Returns for 10 years38.8219.65198%
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