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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 03, 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 Buy and PWJAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. PWJAX (4.62B). 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). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. PWJAX (4.73). PWJAX return over 5 years is better than : -6.06 vs. AEPCX (-7.30).
| 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 | 3.168 | 2.654 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.62B | 3,051% |
| Annual Yield % from dividends | 2.13 | 0.01 | 22,117% |
| Returns for 1 year | 6.78 | 4.73 | 143% |
| Returns for 3 years | 14.70 | 28.94 | 51% |
| Returns for 5 years | -7.30 | -6.06 | 120% |
| Returns for 10 years | 38.82 | 174.34 | 22% |
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