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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
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 AFCWX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AFCWX (192M). AEPFX pays higher dividends than AFCWX: AEPFX (2.72) 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 : 8.91 vs. AFCWX (0.83). AEPFX return over 5 years is better than : 3.40 vs. AFCWX (-10.35).
| 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 | 8.169 | -0.490 | -1,667% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 192M | 71,354% |
| Annual Yield % from dividends | 2.72 | 0.00 | - |
| Returns for 1 year | 8.91 | 0.83 | 1,076% |
| Returns for 3 years | 31.21 | 24.78 | 126% |
| Returns for 5 years | 3.40 | -10.35 | -33% |
| Returns for 10 years | 56.30 | 75.48 | 75% |
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