AEPCX
Price
$60.47
Change
-$0.14 (-0.23%)
Updated
Sep 18 closing price
Net Assets
140.03B
AWPCX
Price
$22.79
Change
-$0.14 (-0.61%)
Updated
Sep 18 closing price
Net Assets
633.9M
Interact to see
Advertisement

AEPCX vs AWPCX

AEPCX vs AWPCX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. AWPCX commentary
Sep 20, 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 AWPCX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AWPCX (634M). AEPCX pays higher dividends than AWPCX: AEPCX (2.07) vs AWPCX (0.00). AEPCX was incepted earlier than AWPCX: AEPCX (26 years) vs AWPCX (32 years). AWPCX (1.80) is less costly to investors than AEPCX (1.58). AWPCX is a more actively managed with annual turnover of: 113.00 vs. AEPCX (50.00). 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 : 0.91 vs. AWPCX (0.83). AEPCX return over 5 years is better than : -8.74 vs. AWPCX (-14.99).
AEPCXAWPCXAEPCX / AWPCX
Total Expense Ratio1.581.8088%
Annual Report Gross Expense Ratio1.581.8088%
Fund Existence26 years32 years-
Gain YTD4.6742.335200%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets140B634M22,082%
Annual Yield % from dividends2.070.00-
Returns for 1 year0.910.83109%
Returns for 3 years23.7623.47101%
Returns for 5 years-8.74-14.9958%
Returns for 10 years37.2423.99155%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
IYCEX18.360.11
+0.60%
Nomura Core Equity Fund Class R
VITNX126.050.12
+0.10%
Vanguard MStar Inst Ttl Stk Mkt IdxInstl
WSMRX30.34-0.02
-0.07%
William Blair Small-Mid Cap Growth R6
CSMDX16.33-0.07
-0.43%
Copeland SMID Cap Dividend Growth I
JFCCX32.96-0.16
-0.48%
JHancock Fundamental All Cap Core C