AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
AIWCX
Price
$13.18
Change
+$0.13 (+1.00%)
Updated
Aug 21 closing price
Net Assets
2.19B
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AEPCX vs AIWCX

AEPCX vs AIWCX Comparison Chart in %
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AEPCX vs. AIWCX commentary
Aug 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 StrongBuy and AIWCX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AIWCX (2.19B). 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 : 7.17 vs. AIWCX (2.25). AEPCX return over 5 years is better than : -3.27 vs. AIWCX (-16.71).
AEPCXAIWCXAEPCX / AIWCX
Total Expense Ratio1.582.1972%
Annual Report Gross Expense Ratio1.582.2271%
Fund Existence25 years25 years-
Gain YTD7.1843.616199%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.19B6,247%
Annual Yield % from dividends2.130.00-
Returns for 1 year7.172.25319%
Returns for 3 years26.1022.60115%
Returns for 5 years-3.27-16.7120%
Returns for 10 years40.0419.41206%
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