AEPGX
Price
$62.91
Change
-$1.87 (-2.89%)
Updated
Jun 23 closing price
Net Assets
143.2B
AFCMX
Price
$19.31
Change
-$0.70 (-3.50%)
Updated
Jun 23 closing price
Net Assets
208.75M
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AEPGX vs AFCMX

AEPGX vs AFCMX Comparison Chart in %
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AEPGX vs. AFCMX 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 AFCMX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. AFCMX (209M). AEPGX pays higher dividends than AFCMX: AEPGX (2.47) vs AFCMX (0.35). AEPGX was incepted earlier than AFCMX: AEPGX (42 years) vs AFCMX (10 years). AEPGX (0.83) is less costly to investors than AFCMX (0.75). AFCMX is a more actively managed with annual turnover of: 90.00 vs. AEPGX (50.00). AFCMX has a lower initial minimum investment than AEPGX: AFCMX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 10.63 vs. AFCMX (8.56). AFCMX return over 5 years is better than : -2.58 vs. AEPGX (-5.44).
AEPGXAFCMXAEPGX / AFCMX
Total Expense Ratio0.830.75111%
Annual Report Gross Expense Ratio0.830.75111%
Fund Existence42 years10 years-
Gain YTD3.9663.840103%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B209M68,421%
Annual Yield % from dividends2.470.35704%
Returns for 1 year10.638.56124%
Returns for 3 years23.4326.5188%
Returns for 5 years-5.44-2.58211%
Returns for 10 years57.75116.4750%
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