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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
Jun 04, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AFCSX (236M). AEPGX pays higher dividends than AFCSX: AEPGX (2.47) vs AFCSX (0.21). 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 (35.00). 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 : 14.87 vs. AFCSX (6.48). AFCSX return over 5 years is better than : -1.02 vs. AEPGX (-1.55).
| 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 | 11.585 | 3.810 | 304% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.47 | 0.21 | 1,174% |
| Returns for 1 year | 14.87 | 6.48 | 229% |
| Returns for 3 years | 32.29 | 24.19 | 133% |
| Returns for 5 years | -1.55 | -1.02 | 152% |
| Returns for 10 years | 60.12 | 99.14 | 61% |
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