AEPCX
Price
$61.53
Change
+$0.81 (+1.33%)
Updated
Sep 3 closing price
Net Assets
137.41B
ATYGX
Price
$14.21
Change
+$0.16 (+1.14%)
Updated
Sep 3 closing price
Net Assets
2.14B
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AEPCX vs ATYGX

AEPCX vs ATYGX Comparison Chart in %
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AEPCX vs. ATYGX commentary
Sep 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 StrongBuy and ATYGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. ATYGX (2.14B). AEPCX pays higher dividends than ATYGX: AEPCX (2.07) 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 : 7.13 vs. ATYGX (5.26). AEPCX return over 5 years is better than : -8.85 vs. ATYGX (-13.75).
AEPCXATYGXAEPCX / ATYGX
Total Expense Ratio1.580.84188%
Annual Report Gross Expense Ratio1.580.87182%
Fund Existence25 years9 years-
Gain YTD6.5094.103159%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.14B6,390%
Annual Yield % from dividends2.070.86242%
Returns for 1 year7.135.26135%
Returns for 3 years22.5825.8188%
Returns for 5 years-8.85-13.7564%
Returns for 10 years38.41N/A-
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