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AEPCX vs TWGAX
AEPCX vs TWGAX Comparison
Open Charts AEPCX vs TWGAX
AEPCX vs TWGAX Comparison Chart in %
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AEPCX vs. TWGAX commentary
Jun 04, 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 TWGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. TWGAX (2.25B). AEPCX pays higher dividends than TWGAX: AEPCX (2.06) vs TWGAX (0.27). AEPCX was incepted earlier than TWGAX: AEPCX (25 years) vs TWGAX (30 years). AEPCX (1.57) is less costly to investors than TWGAX (1.47). TWGAX is a more actively managed with annual turnover of: 65.00 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than TWGAX: AEPCX (250) vs TWGAX (2500). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. TWGAX (0.92). AEPCX return over 5 years is better than : -5.59 vs. TWGAX (-12.41).
| AEPCX | TWGAX | AEPCX / TWGAX | |
| Total Expense Ratio | 1.57 | 1.44 | 109% |
| Annual Report Gross Expense Ratio | 1.57 | 1.47 | 107% |
| Fund Existence | 25 years | 30 years | - |
| Gain YTD | 11.217 | 2.315 | 484% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.25B | 6,100% |
| Annual Yield % from dividends | 2.06 | 0.27 | 757% |
| Returns for 1 year | 13.48 | 0.92 | 1,464% |
| Returns for 3 years | 28.39 | 17.51 | 162% |
| Returns for 5 years | -5.59 | -12.41 | 45% |
| Returns for 10 years | 51.98 | 29.62 | 175% |
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