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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
Jun 24, 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: 143B vs. PWJZX (5.5B). AEPCX pays higher dividends than PWJZX: AEPCX (2.06) vs PWJZX (0.17). 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 : 23.60 vs. AEPCX (12.62). PWJZX return over 5 years is better than : 14.66 vs. AEPCX (-6.03).
| 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 | 6.335 | 18.384 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 5.5B | 2,602% |
| Annual Yield % from dividends | 2.06 | 0.17 | 1,233% |
| Returns for 1 year | 12.62 | 23.60 | 53% |
| Returns for 3 years | 23.00 | 51.06 | 45% |
| Returns for 5 years | -6.03 | 14.66 | -41% |
| Returns for 10 years | 53.69 | 244.64 | 22% |
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