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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
Jun 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 Hold and PWJAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. PWJAX (5.13B). AEPCX pays higher dividends than PWJAX: AEPCX (2.06) 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 (13.17) and AEPCX (13.05) have marching annual gain over last year. PWJAX return over 5 years is better than : 8.80 vs. AEPCX (-8.26).
| 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 | 9.434 | 11.295 | 84% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 5.13B | 2,785% |
| Annual Yield % from dividends | 2.06 | 0.01 | 23,074% |
| Returns for 1 year | 13.05 | 13.17 | 99% |
| Returns for 3 years | 23.71 | 38.15 | 62% |
| Returns for 5 years | -8.26 | 8.80 | -94% |
| Returns for 10 years | 56.71 | 211.42 | 27% |
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