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AEPFX vs AFCWX
AEPFX vs AFCWX Comparison
Open Charts AEPFX vs AFCWX
AEPFX vs AFCWX Comparison Chart in %
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AEPFX vs. AFCWX commentary
Jun 24, 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 AFCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. AFCWX (209M). AEPFX pays higher dividends than AFCWX: AEPFX (2.64) vs AFCWX (0.00). AEPFX was incepted earlier than AFCWX: AEPFX (18 years) vs AFCWX (10 years). AFCWX (1.60) is less costly to investors than AEPFX (0.59). AFCWX is a more actively managed with annual turnover of: 90.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than AFCWX: AEPFX (250) vs AFCWX (2500). AEPFX annual gain was more profitable for investors over the last year : 10.87 vs. AFCWX (8.69). AEPFX return over 5 years is better than : -3.20 vs. AFCWX (-5.18).
| AEPFX | AFCWX | AEPFX / AFCWX | |
| Total Expense Ratio | 0.59 | 1.60 | 37% |
| Annual Report Gross Expense Ratio | 0.59 | 1.60 | 37% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 4.076 | 3.538 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 209M | 68,421% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 10.87 | 8.69 | 125% |
| Returns for 3 years | 24.32 | 23.43 | 104% |
| Returns for 5 years | -3.20 | -5.18 | 62% |
| Returns for 10 years | 66.65 | 98.74 | 67% |
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