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AEPCX vs PWJAX
AEPCX vs PWJAX Comparison
Open Charts AEPCX vs PWJAX
AEPCX vs PWJAX Comparison Chart in %
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AEPCX vs. PWJAX 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 PWJAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. PWJAX (4.84B). AEPCX pays higher dividends than PWJAX: AEPCX (2.13) vs PWJAX (0.01). AEPCX was incepted earlier than PWJAX: AEPCX (25 years) vs PWJAX (14 years). AEPCX (1.58) is less costly to investors than PWJAX (1.25). PWJAX is a more actively managed with annual turnover of: 81.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than PWJAX: AEPCX (250) vs PWJAX (1000). PWJAX annual gain was more profitable for investors over the last year : 9.66 vs. AEPCX (7.17). PWJAX return over 5 years is better than : -2.17 vs. AEPCX (-3.27).
| AEPCX | PWJAX | AEPCX / PWJAX | |
| Total Expense Ratio | 1.58 | 1.09 | 145% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.184 | 8.552 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 4.84B | 2,832% |
| Annual Yield % from dividends | 2.13 | 0.01 | 22,117% |
| Returns for 1 year | 7.17 | 9.66 | 74% |
| Returns for 3 years | 26.10 | 43.19 | 60% |
| Returns for 5 years | -3.27 | -2.17 | 151% |
| Returns for 10 years | 40.04 | 186.49 | 21% |
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