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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 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 AEPGX is a Hold and AFCHX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AFCHX (209M). 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 (50.00). 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 : 10.63 vs. AFCHX (8.12). AEPGX return over 5 years is better than : -5.44 vs. AFCHX (-7.60).
| 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 | 3.966 | 3.250 | 122% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 209M | 68,421% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 10.63 | 8.12 | 131% |
| Returns for 3 years | 23.43 | 21.63 | 108% |
| Returns for 5 years | -5.44 | -7.60 | 72% |
| Returns for 10 years | 57.75 | 88.84 | 65% |
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