AEPCX
Price
$59.90
Change
+$0.57 (+0.96%)
Updated
Jul 15 closing price
Net Assets
140.66B
ATYGX
Price
$13.90
Change
+$0.08 (+0.58%)
Updated
Jul 15 closing price
Net Assets
2.18B
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AEPCX vs ATYGX

AEPCX vs ATYGX Comparison Chart in %
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AEPCX vs. ATYGX commentary
Jul 16, 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: 141B vs. ATYGX (2.18B). AEPCX pays higher dividends than ATYGX: AEPCX (2.11) vs ATYGX (0.86). 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 : 6.65 vs. ATYGX (2.59). AEPCX return over 5 years is better than : -6.57 vs. ATYGX (-9.35).
AEPCXATYGXAEPCX / ATYGX
Total Expense Ratio1.580.84188%
Annual Report Gross Expense Ratio1.580.87182%
Fund Existence25 years9 years-
Gain YTD3.6871.832201%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.18B6,468%
Annual Yield % from dividends2.110.86245%
Returns for 1 year6.652.59257%
Returns for 3 years15.0915.3998%
Returns for 5 years-6.57-9.3570%
Returns for 10 years40.36N/A-
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