AEPGX
Price
$64.06
Change
-$1.29 (-1.97%)
Updated
Jun 10 closing price
Net Assets
143.2B
AFCGX
Price
$19.29
Change
-$0.43 (-2.18%)
Updated
Jun 10 closing price
Net Assets
200.05M
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AEPGX vs AFCGX

Header iconAEPGX vs AFCGX Comparison
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AEPGX vs AFCGX Comparison Chart in %
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AEPGX vs. AFCGX commentary
Jun 11, 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 AEPGX is a Hold and AFCGX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AFCGX (200M). AEPGX pays higher dividends than AFCGX: AEPGX (2.47) vs AFCGX (1.03). AEPGX was incepted earlier than AFCGX: AEPGX (42 years) vs AFCGX (7 years). AEPGX (0.83) is less costly to investors than AFCGX (0.75). AFCGX is a more actively managed with annual turnover of: 90.00 vs. AEPGX (50.00). AFCGX has a lower initial minimum investment than AEPGX: AFCGX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 10.78 vs. AFCGX (3.38). AFCGX return over 5 years is better than : -2.38 vs. AEPGX (-7.77).
AEPGXAFCGXAEPGX / AFCGX
Total Expense Ratio0.830.018,300%
Annual Report Gross Expense Ratio0.830.75111%
Fund Existence42 years7 years-
Gain YTD5.8670.4581,280%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B200M71,500%
Annual Yield % from dividends2.471.03240%
Returns for 1 year10.783.38319%
Returns for 3 years25.0323.12108%
Returns for 5 years-7.77-2.38327%
Returns for 10 years54.65N/A-
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