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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 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 Buy and AFCWX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AFCWX (191M). 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 : 8.51 vs. AFCWX (1.18). AEPFX return over 5 years is better than : -0.90 vs. AFCWX (-10.61).
| 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 | 4.060 | -2.341 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 191M | 73,822% |
| Annual Yield % from dividends | 2.72 | 0.00 | - |
| Returns for 1 year | 8.51 | 1.18 | 719% |
| Returns for 3 years | 19.36 | 15.15 | 128% |
| Returns for 5 years | -0.90 | -10.61 | 9% |
| Returns for 10 years | 54.97 | 76.78 | 72% |
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