AEPCX | SWMIX | AEPCX / SWMIX | |
Total Expense Ratio | N/A | N/A | - |
Annual Report Gross Expense Ratio | N/A | N/A | - |
Fund Existence | 24 years | 20 years | - |
Gain YTD | 5.221 | 5.163 | 101% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 0 | - |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 133B | 1.03B | 12,963% |
Annual Yield % from dividends | 0.81 | 1.66 | 49% |
Returns for 1 year | 8.84 | 9.92 | 89% |
Returns for 3 years | -20.07 | -31.69 | 63% |
Returns for 5 years | 11.19 | -0.62 | -1,806% |
Returns for 10 years | 16.43 | -8.10 | -203% |