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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
Jun 04, 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 PWJCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. PWJCX (5.25B). AEPCX pays higher dividends than PWJCX: AEPCX (2.06) 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 (1.57). PWJCX is a more actively managed with annual turnover of: 81.00 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than PWJCX: AEPCX (250) vs PWJCX (1000). PWJCX (14.16) and AEPCX (13.48) have marching annual gain over last year. PWJCX return over 5 years is better than : 10.18 vs. AEPCX (-5.59).
| AEPCX | PWJCX | AEPCX / PWJCX | |
| Total Expense Ratio | 1.57 | 1.90 | 83% |
| Annual Report Gross Expense Ratio | 1.57 | 1.99 | 79% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 11.217 | 12.889 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 5.25B | 2,611% |
| Annual Yield % from dividends | 2.06 | 0.00 | - |
| Returns for 1 year | 13.48 | 14.16 | 95% |
| Returns for 3 years | 28.39 | 39.24 | 72% |
| Returns for 5 years | -5.59 | 10.18 | -55% |
| Returns for 10 years | 51.98 | 178.70 | 29% |
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