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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
Jul 26, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AFCSX (187M). AEPFX pays higher dividends than AFCSX: AEPFX (2.70) 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 (0.59). 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 : 2.62 vs. AFCSX (-3.10). AEPFX return over 5 years is better than : -4.21 vs. AFCSX (-9.32).
| 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 | 1.823 | -3.914 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 187M | 75,401% |
| Annual Yield % from dividends | 2.70 | 0.21 | 1,283% |
| Returns for 1 year | 2.62 | -3.10 | -84% |
| Returns for 3 years | 17.19 | 14.60 | 118% |
| Returns for 5 years | -4.21 | -9.32 | 45% |
| Returns for 10 years | 52.23 | 88.53 | 59% |
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