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AEPCX vs AWPAX
AEPCX vs AWPAX Comparison
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AEPCX vs AWPAX Comparison Chart in %
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AEPCX vs. AWPAX commentary
Aug 23, 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 AWPAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AWPAX (662M). AEPCX pays higher dividends than AWPAX: AEPCX (2.13) vs AWPAX (0.00). AEPCX was incepted earlier than AWPAX: AEPCX (25 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 : 7.17 vs. AWPAX (6.77). AEPCX return over 5 years is better than : -3.27 vs. AWPAX (-7.92).
| AEPCX | AWPAX | AEPCX / AWPAX | |
| Total Expense Ratio | 1.58 | 1.04 | 152% |
| Annual Report Gross Expense Ratio | 1.58 | 1.04 | 152% |
| Fund Existence | 25 years | 32 years | - |
| Gain YTD | 7.184 | 5.229 | 137% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 662M | 20,695% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 7.17 | 6.77 | 106% |
| Returns for 3 years | 26.10 | 29.32 | 89% |
| Returns for 5 years | -3.27 | -7.92 | 41% |
| Returns for 10 years | 40.04 | 39.05 | 103% |
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