AEPCX
Price
$59.66
Change
-$1.77 (-2.88%)
Updated
Jun 23 closing price
Net Assets
143.2B
TWGAX
Price
$13.90
Change
-$0.35 (-2.46%)
Updated
Jun 23 closing price
Net Assets
2.24B
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AEPCX vs TWGAX

AEPCX vs TWGAX Comparison Chart in %
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AEPCX vs. TWGAX 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 TWGAX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. TWGAX (2.24B). 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 (1.58) 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 : 9.08 vs. TWGAX (1.59). AEPCX return over 5 years is better than : -9.45 vs. TWGAX (-15.08).
AEPCXTWGAXAEPCX / TWGAX
Total Expense Ratio1.581.44110%
Annual Report Gross Expense Ratio1.581.47107%
Fund Existence25 years30 years-
Gain YTD3.2720.579565%
Front LoadN/A6%-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets143B2.24B6,384%
Annual Yield % from dividends2.060.27757%
Returns for 1 year9.081.59570%
Returns for 3 years19.4616.86115%
Returns for 5 years-9.45-15.0863%
Returns for 10 years49.2637.40132%
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