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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
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 Hold and PWJAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. PWJAX (4.96B). AEPCX pays higher dividends than PWJAX: AEPCX (2.11) 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 : 10.04 vs. AEPCX (4.09). PWJAX return over 5 years is better than : 2.13 vs. AEPCX (-9.69).
| 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 | 1.869 | 9.378 | 20% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.96B | 2,840% |
| Annual Yield % from dividends | 2.11 | 0.01 | 25,016% |
| Returns for 1 year | 4.09 | 10.04 | 41% |
| Returns for 3 years | 13.07 | 33.57 | 39% |
| Returns for 5 years | -9.69 | 2.13 | -455% |
| Returns for 10 years | 37.90 | 199.38 | 19% |
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