AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
AIWCX
Price
$12.94
Change
+$0.12 (+0.94%)
Updated
Sep 11 closing price
Net Assets
2.13B
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AEPCX vs AIWCX

AEPCX vs AIWCX Comparison Chart in %
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AEPCX vs. AIWCX commentary
Sep 14, 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: 140B vs. AIWCX (2.13B). AEPCX pays higher dividends than AIWCX: AEPCX (2.07) vs AIWCX (0.00). AEPCX was incepted earlier than AIWCX: AEPCX (26 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 : 3.15 vs. AIWCX (-0.54). AEPCX return over 5 years is better than : -8.48 vs. AIWCX (-20.53).
AEPCXAIWCXAEPCX / AIWCX
Total Expense Ratio1.582.1773%
Annual Report Gross Expense Ratio1.582.2271%
Fund Existence26 years25 years-
Gain YTD6.0411.730349%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets140B2.13B6,560%
Annual Yield % from dividends2.070.00-
Returns for 1 year3.15-0.54-585%
Returns for 3 years24.3221.05116%
Returns for 5 years-8.48-20.5341%
Returns for 10 years40.1220.73194%
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