AEPFX
Price
$63.39
Change
-$0.05 (-0.08%)
Updated
Sep 16 closing price
Net Assets
140.03B
AFCGX
Price
$19.08
Change
-$0.02 (-0.10%)
Updated
Sep 16 closing price
Net Assets
185.29M
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AEPFX vs AFCGX

AEPFX vs AFCGX Comparison Chart in %
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AEPFX vs. AFCGX commentary
Sep 18, 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 Hold and AFCGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. AFCGX (185M). AEPFX pays higher dividends than AFCGX: AEPFX (2.64) vs AFCGX (1.07). 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 : 2.05 vs. AFCGX (-1.90). AEPFX return over 5 years is better than : -3.08 vs. AFCGX (-7.10).
AEPFXAFCGXAEPFX / AFCGX
Total Expense Ratio0.590.015,900%
Annual Report Gross Expense Ratio0.590.7579%
Fund Existence18 years7 years-
Gain YTD5.037-2.700-187%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets140B185M75,676%
Annual Yield % from dividends2.641.07248%
Returns for 1 year2.05-1.90-108%
Returns for 3 years26.4126.7599%
Returns for 5 years-3.08-7.1043%
Returns for 10 years53.13N/A-
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