AEPGX
Price
$67.88
Change
+$0.36 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
AFCHX
Price
$18.20
Change
+$0.09 (+0.50%)
Updated
Jun 2 closing price
Net Assets
235.5M
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AEPGX vs AFCHX

Header iconAEPGX 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.

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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 : 15.96 vs. AFCHX (5.23). AEPGX return over 5 years is better than : -1.65 vs. AFCHX (-6.94).
AEPGXAFCHXAEPGX / AFCHX
Total Expense Ratio0.832.1040%
Annual Report Gross Expense Ratio0.832.1040%
Fund Existence42 years10 years-
Gain YTD12.1803.250375%
Front Load6%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B236M58,051%
Annual Yield % from dividends2.470.00-
Returns for 1 year15.965.23305%
Returns for 3 years33.0019.85166%
Returns for 5 years-1.65-6.9424%
Returns for 10 years60.9876.1780%
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