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AEPCX vs AIWCX
AEPCX vs AIWCX Comparison
Open Charts AEPCX vs AIWCX
AEPCX vs AIWCX Comparison Chart in %
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AEPCX vs. AIWCX 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 AIWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIWCX (2.25B). AEPCX pays higher dividends than AIWCX: AEPCX (2.06) 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 (1.57). AIWCX is a more actively managed with annual turnover of: 65.00 vs. AEPCX (35.00). 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 : 13.48 vs. AIWCX (-0.08). AEPCX return over 5 years is better than : -5.59 vs. AIWCX (-16.46).
| AEPCX | AIWCX | AEPCX / AIWCX | |
| Total Expense Ratio | 1.57 | 2.19 | 72% |
| Annual Report Gross Expense Ratio | 1.57 | 2.22 | 71% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 11.217 | 1.965 | 571% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.25B | 6,100% |
| Annual Yield % from dividends | 2.06 | 0.00 | - |
| Returns for 1 year | 13.48 | -0.08 | -17,501% |
| Returns for 3 years | 28.39 | 14.58 | 195% |
| Returns for 5 years | -5.59 | -16.46 | 34% |
| Returns for 10 years | 51.98 | 18.26 | 285% |
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