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AEPGX vs AFCLX
AEPGX vs AFCLX Comparison
Open Charts AEPGX vs AFCLX
AEPGX vs AFCLX Comparison Chart in %
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AEPGX vs. AFCLX commentary
Aug 03, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. AFCLX (191M). 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 : 8.28 vs. AFCLX (1.44). AEPGX return over 5 years is better than : -3.18 vs. AFCLX (-9.46).
| 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 | 3.933 | -2.194 | -179% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 191M | 73,822% |
| Annual Yield % from dividends | 2.56 | 0.00 | - |
| Returns for 1 year | 8.28 | 1.44 | 574% |
| Returns for 3 years | 18.54 | 16.04 | 116% |
| Returns for 5 years | -3.18 | -9.46 | 34% |
| Returns for 10 years | 46.68 | 81.31 | 57% |
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