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AEPGX vs AFCHX
AEPGX vs AFCHX Comparison
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AEPGX vs AFCHX Comparison Chart in %
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AEPGX vs. AFCHX commentary
Jun 04, 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 AFCHX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AFCHX (236M). AEPGX pays higher dividends than AFCHX: AEPGX (2.47) vs AFCHX (0.00). AEPGX was incepted earlier than AFCHX: AEPGX (42 years) vs AFCHX (10 years). AFCHX (2.10) is less costly to investors than AEPGX (0.83). AFCHX is a more actively managed with annual turnover of: 90.00 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than AFCHX: AEPGX (250) vs AFCHX (2500). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. AFCHX (5.23). AEPGX return over 5 years is better than : -1.55 vs. AFCHX (-6.94).
| AEPGX | AFCHX | AEPGX / AFCHX | |
| Total Expense Ratio | 0.83 | 2.10 | 40% |
| Annual Report Gross Expense Ratio | 0.83 | 2.10 | 40% |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 11.585 | 3.250 | 356% |
| Front Load | 6% | 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 | 2.47 | 0.00 | - |
| Returns for 1 year | 14.87 | 5.23 | 284% |
| Returns for 3 years | 32.29 | 19.85 | 163% |
| Returns for 5 years | -1.55 | -6.94 | 22% |
| Returns for 10 years | 60.12 | 76.17 | 79% |
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