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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
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 TWGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. TWGAX (2.12B). AEPCX pays higher dividends than TWGAX: AEPCX (2.07) vs TWGAX (0.27). AEPCX was incepted earlier than TWGAX: AEPCX (26 years) vs TWGAX (30 years). AEPCX (1.58) is less costly to investors than TWGAX (1.47). TWGAX is a more actively managed with annual turnover of: 65.00 vs. AEPCX (50.00). 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 : 3.15 vs. TWGAX (0.42). AEPCX return over 5 years is better than : -8.48 vs. TWGAX (-16.68).
| AEPCX | TWGAX | AEPCX / TWGAX | |
| Total Expense Ratio | 1.58 | 1.42 | 111% |
| Annual Report Gross Expense Ratio | 1.58 | 1.47 | 107% |
| Fund Existence | 26 years | 30 years | - |
| Gain YTD | 6.041 | 2.243 | 269% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.12B | 6,619% |
| Annual Yield % from dividends | 2.07 | 0.27 | 769% |
| Returns for 1 year | 3.15 | 0.42 | 749% |
| Returns for 3 years | 24.32 | 24.07 | 101% |
| Returns for 5 years | -8.48 | -16.68 | 51% |
| Returns for 10 years | 40.12 | 32.34 | 124% |
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