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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
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 PWJZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. PWJZX (4.6B). AEPCX pays higher dividends than PWJZX: AEPCX (2.07) vs PWJZX (0.17). AEPCX was incepted earlier than PWJZX: AEPCX (26 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). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. PWJZX (0.69). AEPCX return over 5 years is better than : -8.48 vs. PWJZX (-9.62).
| AEPCX | PWJZX | AEPCX / PWJZX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 0.95 | 166% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 6.041 | 4.358 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 4.6B | 3,043% |
| Annual Yield % from dividends | 2.07 | 0.17 | 1,189% |
| Returns for 1 year | 3.15 | 0.69 | 458% |
| Returns for 3 years | 24.32 | 40.10 | 61% |
| Returns for 5 years | -8.48 | -9.62 | 88% |
| Returns for 10 years | 40.12 | 183.90 | 22% |
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