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AEPGX vs AFCSX
AEPGX vs AFCSX Comparison
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AEPGX vs AFCSX Comparison Chart in %
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AEPGX vs. AFCSX commentary
Sep 06, 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 AFCSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AFCSX (192M). AEPGX pays higher dividends than AFCSX: AEPGX (2.48) vs AFCSX (0.22). AEPGX was incepted earlier than AFCSX: AEPGX (42 years) vs AFCSX (10 years). AFCSX (0.90) is less costly to investors than AEPGX (0.83). AFCSX is a more actively managed with annual turnover of: 90.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than AFCSX: AEPGX (250) vs AFCSX (5000000). AEPGX annual gain was more profitable for investors over the last year : 8.15 vs. AFCSX (2.47). AEPGX return over 5 years is better than : -4.71 vs. AFCSX (-10.29).
| AEPGX | AFCSX | AEPGX / AFCSX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 0.90 | 92% |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 7.486 | -0.365 | -2,049% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 192M | 71,354% |
| Annual Yield % from dividends | 2.48 | 0.22 | 1,134% |
| Returns for 1 year | 8.15 | 2.47 | 329% |
| Returns for 3 years | 27.83 | 26.49 | 105% |
| Returns for 5 years | -4.71 | -10.29 | 46% |
| Returns for 10 years | 44.40 | 86.60 | 51% |
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