AEPCX
Price
$64.59
Change
+$0.34 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
AWPCX
Price
$23.83
Change
+$0.17 (+0.72%)
Updated
Jun 2 closing price
Net Assets
700.16M
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AEPCX vs AWPCX

Header iconAEPCX vs AWPCX Comparison
Open Charts AEPCX vs AWPCXBanner chart's image
AEPCX vs AWPCX Comparison Chart in %
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AEPCX vs. AWPCX commentary
Jun 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 Hold and AWPCX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AWPCX (700M). AEPCX pays higher dividends than AWPCX: AEPCX (2.06) vs AWPCX (0.00). AEPCX was incepted earlier than AWPCX: AEPCX (25 years) vs AWPCX (31 years). AWPCX (1.80) is less costly to investors than AEPCX (1.57). AWPCX is a more actively managed with annual turnover of: 48.00 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than AWPCX: AEPCX (250) vs AWPCX (2500). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. AWPCX (8.78). AEPCX return over 5 years is better than : -5.59 vs. AWPCX (-7.38).
AEPCXAWPCXAEPCX / AWPCX
Total Expense Ratio1.571.8087%
Annual Report Gross Expense Ratio1.571.8087%
Fund Existence25 years31 years-
Gain YTD11.2176.242180%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B700M19,571%
Annual Yield % from dividends2.060.00-
Returns for 1 year13.488.78154%
Returns for 3 years28.3923.77119%
Returns for 5 years-5.59-7.3876%
Returns for 10 years51.9832.15162%
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