AEPCX
Price
$59.66
Change
-$1.77 (-2.88%)
Updated
Jun 23 closing price
Net Assets
143.2B
ATYGX
Price
$13.77
Change
-$0.34 (-2.41%)
Updated
Jun 23 closing price
Net Assets
2.24B
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AEPCX vs ATYGX

AEPCX vs ATYGX Comparison Chart in %
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AEPCX vs. ATYGX 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 ATYGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. ATYGX (2.24B). AEPCX pays higher dividends than ATYGX: AEPCX (2.06) vs ATYGX (0.87). AEPCX was incepted earlier than ATYGX: AEPCX (25 years) vs ATYGX (9 years). AEPCX (1.58) is less costly to investors than ATYGX (0.87). ATYGX is a more actively managed with annual turnover of: 65.00 vs. AEPCX (50.00). ATYGX has a lower initial minimum investment than AEPCX: ATYGX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 9.08 vs. ATYGX (4.75). AEPCX return over 5 years is better than : -9.45 vs. ATYGX (-10.50).
AEPCXATYGXAEPCX / ATYGX
Total Expense Ratio1.580.84188%
Annual Report Gross Expense Ratio1.580.87182%
Fund Existence25 years9 years-
Gain YTD3.2723.37097%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B2.24B6,384%
Annual Yield % from dividends2.060.87238%
Returns for 1 year9.084.75191%
Returns for 3 years19.4621.8789%
Returns for 5 years-9.45-10.5090%
Returns for 10 years49.26N/A-
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