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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
Aug 23, 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 StrongBuy and AFCLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AFCLX (192M). AEPGX pays higher dividends than AFCLX: AEPGX (2.56) 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 : 8.66 vs. AFCLX (1.09). AEPGX return over 5 years is better than : 1.00 vs. AFCLX (-9.20).
| 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 | 8.015 | -0.321 | -2,497% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 192M | 71,354% |
| Annual Yield % from dividends | 2.56 | 0.00 | - |
| Returns for 1 year | 8.66 | 1.09 | 798% |
| Returns for 3 years | 30.30 | 25.76 | 118% |
| Returns for 5 years | 1.00 | -9.20 | -11% |
| Returns for 10 years | 47.95 | 80.02 | 60% |
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