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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
Jun 04, 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 AFCSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AFCSX (236M). AEPFX pays higher dividends than AFCSX: AEPFX (2.64) vs AFCSX (0.21). AEPFX was incepted earlier than AFCSX: AEPFX (18 years) vs AFCSX (10 years). AFCSX (0.90) is less costly to investors than AEPFX (0.58). AFCSX is a more actively managed with annual turnover of: 90.00 vs. AEPFX (35.00). 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 : 15.11 vs. AFCSX (6.48). AEPFX return over 5 years is better than : 0.76 vs. AFCSX (-1.02).
| AEPFX | AFCSX | AEPFX / AFCSX | |
| Total Expense Ratio | 0.58 | 0.90 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 0.90 | 64% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 11.682 | 3.810 | 307% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.64 | 0.21 | 1,250% |
| Returns for 1 year | 15.11 | 6.48 | 233% |
| Returns for 3 years | 33.24 | 24.19 | 137% |
| Returns for 5 years | 0.76 | -1.02 | -75% |
| Returns for 10 years | 69.19 | 99.14 | 70% |
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