AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
AWPIX
Price
$23.14
Change
+$0.07 (+0.30%)
Updated
Jul 10 closing price
Net Assets
669.22M
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AEPCX vs AWPIX

AEPCX vs AWPIX Comparison Chart in %
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AEPCX vs. AWPIX commentary
Jul 14, 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 AWPIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. AWPIX (669M). AEPCX pays higher dividends than AWPIX: AEPCX (2.11) 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). AWPIX annual gain was more profitable for investors over the last year : 5.95 vs. AEPCX (4.09). AWPIX return over 5 years is better than : -4.73 vs. AEPCX (-9.69).
AEPCXAWPIXAEPCX / AWPIX
Total Expense Ratio1.580.85186%
Annual Report Gross Expense Ratio1.580.85186%
Fund Existence25 years21 years-
Gain YTD1.8694.14045%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B669M21,076%
Annual Yield % from dividends2.110.00-
Returns for 1 year4.095.9569%
Returns for 3 years13.0718.9769%
Returns for 5 years-9.69-4.73205%
Returns for 10 years37.9047.6780%
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