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AEPCX vs AWPIX
AEPCX vs AWPIX Comparison
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AEPCX vs AWPIX Comparison Chart in %
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AEPCX vs. AWPIX commentary
Jun 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 Hold and AWPIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. AWPIX (693M). AEPCX pays higher dividends than AWPIX: AEPCX (2.06) vs AWPIX (0.00). AEPCX was incepted earlier than AWPIX: AEPCX (25 years) vs AWPIX (21 years). AEPCX (1.58) is less costly to investors than AWPIX (0.85). AEPCX (50.00) and AWPIX (48.00) have comparable annual turnover. AEPCX has a lower initial minimum investment than AWPIX: AEPCX (250) vs AWPIX (2000000). AEPCX (10.87) and AWPIX (10.43) have marching annual gain over last year. AWPIX return over 5 years is better than : -0.21 vs. AEPCX (-5.81).
| AEPCX | AWPIX | AEPCX / AWPIX | |
| Total Expense Ratio | 1.58 | 0.85 | 186% |
| Annual Report Gross Expense Ratio | 1.58 | 0.85 | 186% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 5.505 | 6.706 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 693M | 20,635% |
| Annual Yield % from dividends | 2.06 | 0.00 | - |
| Returns for 1 year | 10.87 | 10.43 | 104% |
| Returns for 3 years | 14.73 | 23.17 | 64% |
| Returns for 5 years | -5.81 | -0.21 | 2,763% |
| Returns for 10 years | 45.89 | 50.54 | 91% |
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