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AEPGX vs AFCLX
AEPGX vs AFCLX Comparison
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AEPGX vs AFCLX Comparison Chart in %
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AEPGX vs. AFCLX commentary
Sep 12, 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 Buy and AFCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. AFCLX (188M). AEPGX pays higher dividends than AFCLX: AEPGX (2.48) vs AFCLX (0.00). AEPGX was incepted earlier than AFCLX: AEPGX (42 years) vs AFCLX (10 years). AFCLX (1.35) is less costly to investors than AEPGX (0.83). AFCLX is a more actively managed with annual turnover of: 90.00 vs. AEPGX (50.00). AEPGX (6%) and AFCLX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than AFCLX: AEPGX (250) vs AFCLX (2500). AEPGX annual gain was more profitable for investors over the last year : 4.61 vs. AFCLX (-1.34). AEPGX return over 5 years is better than : -4.41 vs. AFCLX (-12.40).
| AEPGX | AFCLX | AEPGX / AFCLX | |
| Total Expense Ratio | 0.83 | 1.35 | 61% |
| Annual Report Gross Expense Ratio | 0.83 | 1.35 | 61% |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 6.924 | -1.819 | -381% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 188M | 74,468% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 4.61 | -1.34 | -343% |
| Returns for 3 years | 28.47 | 24.29 | 117% |
| Returns for 5 years | -4.41 | -12.40 | 36% |
| Returns for 10 years | 48.08 | 82.73 | 58% |
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| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| XLKI | 26.78 | 0.36 | +1.35% |
| State Street®TechSelSectSPDR®PrmETF | |||
| MMD | 14.52 | 0.04 | +0.28% |
| NYLI MacKay DefinedTerm Muni Opportunities Fund | |||
| BNDS | 50.01 | 0.07 | +0.14% |
| Infrastructure Capital Bond Income ETF | |||
| FLHY | 23.86 | 0.03 | +0.10% |
| Franklin High Yield Corporate ETF | |||
| FPFD | 20.98 | N/A | N/A |
| Fidelity Preferred Securities & Inc ETF | |||