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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. PWJAX (4.6B). AEPCX pays higher dividends than PWJAX: AEPCX (2.07) vs PWJAX (0.01). AEPCX was incepted earlier than PWJAX: AEPCX (26 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 : 3.15 vs. PWJAX (0.52). AEPCX return over 5 years is better than : -8.48 vs. PWJAX (-10.47).
| AEPCX | PWJAX | AEPCX / PWJAX | |
| Total Expense Ratio | 1.58 | 1.09 | 145% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 6.041 | 4.247 | 142% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 4.6B | 3,043% |
| Annual Yield % from dividends | 2.07 | 0.01 | 22,247% |
| Returns for 1 year | 3.15 | 0.52 | 603% |
| Returns for 3 years | 24.32 | 39.30 | 62% |
| Returns for 5 years | -8.48 | -10.47 | 81% |
| Returns for 10 years | 40.12 | 178.81 | 22% |
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