AEPFX
Price
$62.88
Change
-$0.17 (-0.27%)
Updated
Jul 2 closing price
Net Assets
143.2B
AFCGX
Price
$19.85
Change
-$0.05 (-0.25%)
Updated
Jul 2 closing price
Net Assets
201.93M
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AEPFX vs AFCGX

AEPFX vs AFCGX Comparison Chart in %
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AEPFX vs. AFCGX commentary
Jul 06, 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 AEPFX is a Buy and AFCGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. AFCGX (202M). AEPFX pays higher dividends than AFCGX: AEPFX (2.70) vs AFCGX (1.03). AEPFX was incepted earlier than AFCGX: AEPFX (18 years) vs AFCGX (7 years). AFCGX (0.75) is less costly to investors than AEPFX (0.59). AFCGX is a more actively managed with annual turnover of: 90.00 vs. AEPFX (50.00). AFCGX has a lower initial minimum investment than AEPFX: AFCGX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 7.12 vs. AFCGX (3.79). AFCGX return over 5 years is better than : -0.71 vs. AEPFX (-2.50).
AEPFXAFCGXAEPFX / AFCGX
Total Expense Ratio0.590.015,900%
Annual Report Gross Expense Ratio0.590.7579%
Fund Existence18 years7 years-
Gain YTD4.1921.121374%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B202M70,792%
Annual Yield % from dividends2.701.03263%
Returns for 1 year7.123.79188%
Returns for 3 years22.6323.7095%
Returns for 5 years-2.50-0.71353%
Returns for 10 years61.63N/A-
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