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AEPCX vs PWJZX
AEPCX vs PWJZX Comparison
Open Charts AEPCX vs PWJZX
AEPCX vs PWJZX Comparison Chart in %
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AEPCX vs. PWJZX 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 PWJZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. PWJZX (4.96B). AEPCX pays higher dividends than PWJZX: AEPCX (2.11) vs PWJZX (0.16). AEPCX was incepted earlier than PWJZX: AEPCX (25 years) vs PWJZX (14 years). AEPCX (1.58) is less costly to investors than PWJZX (0.95). PWJZX is a more actively managed with annual turnover of: 81.00 vs. AEPCX (50.00). PWJZX annual gain was more profitable for investors over the last year : 10.24 vs. AEPCX (4.09). PWJZX return over 5 years is better than : 3.10 vs. AEPCX (-9.69).
| AEPCX | PWJZX | AEPCX / PWJZX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 0.95 | 166% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 1.869 | 9.466 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.96B | 2,840% |
| Annual Yield % from dividends | 2.11 | 0.16 | 1,337% |
| Returns for 1 year | 4.09 | 10.24 | 40% |
| Returns for 3 years | 13.07 | 34.36 | 38% |
| Returns for 5 years | -9.69 | 3.10 | -313% |
| Returns for 10 years | 37.90 | 204.93 | 18% |
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