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AEPFX vs AFCSX
AEPFX vs AFCSX Comparison
Open Charts AEPFX vs AFCSX
AEPFX vs AFCSX Comparison Chart in %
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AEPFX vs. AFCSX commentary
Aug 23, 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 StrongBuy and AFCSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AFCSX (192M). AEPFX pays higher dividends than AFCSX: AEPFX (2.72) vs AFCSX (0.22). AEPFX was incepted earlier than AFCSX: AEPFX (18 years) vs AFCSX (10 years). AFCSX (0.90) is less costly to investors than AEPFX (0.59). AFCSX is a more actively managed with annual turnover of: 90.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than AFCSX: AEPFX (250) vs AFCSX (5000000). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. AFCSX (1.49). AEPFX return over 5 years is better than : 3.40 vs. AFCSX (-7.12).
| AEPFX | AFCSX | AEPFX / AFCSX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.90 | 66% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 8.169 | -0.052 | -15,651% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 192M | 71,354% |
| Annual Yield % from dividends | 2.72 | 0.22 | 1,230% |
| Returns for 1 year | 8.91 | 1.49 | 597% |
| Returns for 3 years | 31.21 | 27.39 | 114% |
| Returns for 5 years | 3.40 | -7.12 | -48% |
| Returns for 10 years | 56.30 | 88.43 | 64% |
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