AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
AWPAX
Price
$22.24
Change
+$0.23 (+1.04%)
Updated
Sep 11 closing price
Net Assets
639.4M
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AEPCX vs AWPAX

AEPCX vs AWPAX Comparison Chart in %
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AEPCX vs. AWPAX commentary
Sep 13, 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 AWPAX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AWPAX (639M). AEPCX pays higher dividends than AWPAX: AEPCX (2.07) vs AWPAX (0.00). AEPCX was incepted earlier than AWPAX: AEPCX (26 years) vs AWPAX (32 years). AEPCX (1.58) is less costly to investors than AWPAX (1.04). AEPCX (50.00) and AWPAX (48.00) have comparable annual turnover. AEPCX has a lower initial minimum investment than AWPAX: AEPCX (250) vs AWPAX (2500). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. AWPAX (2.47). AEPCX return over 5 years is better than : -8.48 vs. AWPAX (-11.36).
AEPCXAWPAXAEPCX / AWPAX
Total Expense Ratio1.581.04152%
Annual Report Gross Expense Ratio1.581.04152%
Fund Existence26 years32 years-
Gain YTD6.0412.754219%
Front LoadN/A4%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets140B639M21,909%
Annual Yield % from dividends2.070.00-
Returns for 1 year3.152.47128%
Returns for 3 years24.3225.9294%
Returns for 5 years-8.48-11.3675%
Returns for 10 years40.1238.60104%
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