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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
Jul 14, 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 AFCLX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. AFCLX (202M). AEPGX pays higher dividends than AFCLX: AEPGX (2.53) 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 : 5.55 vs. AFCLX (2.48). AEPGX return over 5 years is better than : -5.69 vs. AFCLX (-8.23).
| 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 | 2.578 | -0.375 | -688% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 202M | 69,802% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 5.55 | 2.48 | 224% |
| Returns for 3 years | 16.83 | 15.71 | 107% |
| Returns for 5 years | -5.69 | -8.23 | 69% |
| Returns for 10 years | 45.72 | 89.33 | 51% |
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