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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AFCWX (236M). 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 (0.58). AFCWX is a more actively managed with annual turnover of: 90.00 vs. AEPFX (35.00). 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 : 15.11 vs. AFCWX (5.73). AEPFX return over 5 years is better than : 0.76 vs. AFCWX (-4.52).
| AEPFX | AFCWX | AEPFX / AFCWX | |
| Total Expense Ratio | 0.58 | 1.60 | 36% |
| Annual Report Gross Expense Ratio | 0.58 | 1.60 | 36% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 11.682 | 3.484 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 15.11 | 5.73 | 264% |
| Returns for 3 years | 33.24 | 21.63 | 154% |
| Returns for 5 years | 0.76 | -4.52 | -17% |
| Returns for 10 years | 69.19 | 85.32 | 81% |
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