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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
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. PWJZX (4.62B). AEPCX pays higher dividends than PWJZX: AEPCX (2.13) vs PWJZX (0.18). 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). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. PWJZX (4.93). PWJZX return over 5 years is better than : -5.16 vs. AEPCX (-7.30).
| 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 | 3.168 | 2.742 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.62B | 3,051% |
| Annual Yield % from dividends | 2.13 | 0.18 | 1,182% |
| Returns for 1 year | 6.78 | 4.93 | 137% |
| Returns for 3 years | 14.70 | 29.67 | 50% |
| Returns for 5 years | -7.30 | -5.16 | 141% |
| Returns for 10 years | 38.82 | 179.50 | 22% |
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