AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
AWWIX
Price
$17.30
Change
+$0.20 (+1.17%)
Updated
Aug 21 closing price
Net Assets
898.01M
Interact to see
Advertisement

AEPCX vs AWWIX

AEPCX vs AWWIX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. AWWIX commentary
Aug 23, 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 AWWIX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. AWWIX (898M). AEPCX pays higher dividends than AWWIX: AEPCX (2.13) vs AWWIX (0.69). AEPCX was incepted earlier than AWWIX: AEPCX (25 years) vs AWWIX (7 years). AEPCX (1.58) is less costly to investors than AWWIX (0.92). AEPCX is a more actively managed with annual turnover of: 50.00 vs. AWWIX (16.00). AEPCX has a lower initial minimum investment than AWWIX: AEPCX (250) vs AWWIX (250000). AWWIX annual gain was more profitable for investors over the last year : 13.15 vs. AEPCX (7.17). AWWIX return over 5 years is better than : 38.72 vs. AEPCX (-3.27).
AEPCXAWWIXAEPCX / AWWIX
Total Expense Ratio1.580.92172%
Annual Report Gross Expense Ratio1.580.92172%
Fund Existence25 years7 years-
Gain YTD7.1847.121101%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B898M15,256%
Annual Yield % from dividends2.130.69310%
Returns for 1 year7.1713.1555%
Returns for 3 years26.1052.3750%
Returns for 5 years-3.2738.72-8%
Returns for 10 years40.04N/A-
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 %
RSEDX21.640.15
+0.70%
Columbia Intrinsic Value Institutional 2
ADCYX24.870.15
+0.61%
American Century Disciplined Growth Y
MFECX112.680.63
+0.56%
MFS Growth C
BAUAX31.760.15
+0.47%
Brown Advisory Small-Cap Fdmtl Val Adv
APFDX21.160.09
+0.43%
Artisan Global Discovery Investor