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AEPCX vs PWJCX
AEPCX vs PWJCX Comparison
Open Charts AEPCX vs PWJCX
AEPCX vs PWJCX Comparison Chart in %
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AEPCX vs. PWJCX commentary
Aug 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 Buy and PWJCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. PWJCX (4.94B). AEPCX pays higher dividends than PWJCX: AEPCX (2.13) vs PWJCX (0.00). AEPCX was incepted earlier than PWJCX: AEPCX (25 years) vs PWJCX (14 years). PWJCX (1.99) is less costly to investors than AEPCX (1.58). PWJCX is a more actively managed with annual turnover of: 81.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than PWJCX: AEPCX (250) vs PWJCX (1000). PWJCX annual gain was more profitable for investors over the last year : 9.27 vs. AEPCX (5.97). PWJCX return over 5 years is better than : -5.82 vs. AEPCX (-6.68).
| AEPCX | PWJCX | AEPCX / PWJCX | |
| Total Expense Ratio | 1.58 | 1.90 | 83% |
| Annual Report Gross Expense Ratio | 1.58 | 1.99 | 79% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 6.595 | 9.839 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 4.94B | 2,772% |
| Annual Yield % from dividends | 2.13 | 0.00 | - |
| Returns for 1 year | 5.97 | 9.27 | 64% |
| Returns for 3 years | 21.89 | 37.59 | 58% |
| Returns for 5 years | -6.68 | -5.82 | 115% |
| Returns for 10 years | 39.24 | 167.92 | 23% |
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