AEPCX
Price
$60.61
Change
+$0.52 (+0.87%)
Updated
Sep 17 closing price
Net Assets
140.03B
AWPIX
Price
$23.04
Change
+$0.33 (+1.45%)
Updated
Sep 17 closing price
Net Assets
633.9M
Interact to see
Advertisement

AEPCX vs AWPIX

AEPCX vs AWPIX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. AWPIX commentary
Sep 18, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. AWPIX (634M). AEPCX pays higher dividends than AWPIX: AEPCX (2.07) vs AWPIX (0.00). AEPCX was incepted earlier than AWPIX: AEPCX (26 years) vs AWPIX (22 years). AEPCX (1.58) is less costly to investors than AWPIX (0.85). AWPIX is a more actively managed with annual turnover of: 113.00 vs. AEPCX (50.00). 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 : 1.70 vs. AEPCX (1.52). AEPCX return over 5 years is better than : -8.53 vs. AWPIX (-10.31).
AEPCXAWPIXAEPCX / AWPIX
Total Expense Ratio1.580.85186%
Annual Report Gross Expense Ratio1.580.85186%
Fund Existence26 years22 years-
Gain YTD4.9162.205223%
Front LoadN/AN/A-
Min. Initial Investment25020000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B634M22,082%
Annual Yield % from dividends2.070.00-
Returns for 1 year1.521.7089%
Returns for 3 years23.3125.8990%
Returns for 5 years-8.53-10.3183%
Returns for 10 years38.0040.1095%
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 %
CHRRX22.27N/A
N/A
Invesco Charter R
SFAAX40.08N/A
N/A
Allspring Index Asset Allocation A
CNWGX28.87N/A
N/A
Calamos Evolving World Growth A
TSLCX5.64N/A
N/A
Transamerica Small Cap Value C
TCIWX30.93N/A
N/A
Nuveen International Eq Idx W