AEPFX
Price
$65.28
Change
+$0.75 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
AWPYX
Price
$23.61
Change
+$0.31 (+1.33%)
Updated
Aug 21 closing price
Net Assets
661.97M
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AEPFX vs AWPYX

AEPFX vs AWPYX Comparison Chart in %
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AEPFX vs. AWPYX commentary
Aug 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 StrongBuy and AWPYX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AWPYX (662M). AEPFX pays higher dividends than AWPYX: AEPFX (2.72) vs AWPYX (0.00). AEPFX was incepted earlier than AWPYX: AEPFX (18 years) vs AWPYX (30 years). AWPYX (0.79) is less costly to investors than AEPFX (0.59). AEPFX (50.00) and AWPYX (48.00) have comparable annual turnover. AWPYX has a lower initial minimum investment than AEPFX: AWPYX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. AWPYX (7.07). AEPFX return over 5 years is better than : 3.40 vs. AWPYX (-6.57).
AEPFXAWPYXAEPFX / AWPYX
Total Expense Ratio0.590.7975%
Annual Report Gross Expense Ratio0.590.7975%
Fund Existence18 years30 years-
Gain YTD8.1695.402151%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B662M20,695%
Annual Yield % from dividends2.720.00-
Returns for 1 year8.917.07126%
Returns for 3 years31.2130.30103%
Returns for 5 years3.40-6.57-52%
Returns for 10 years56.3043.18130%
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