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AEPGX vs AFCWX
AEPGX vs AFCWX Comparison
Open Charts AEPGX vs AFCWX
AEPGX vs AFCWX Comparison Chart in %
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AEPGX vs. AFCWX 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 AFCWX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AFCWX (236M). AEPGX pays higher dividends than AFCWX: AEPGX (2.47) vs AFCWX (0.00). AEPGX was incepted earlier than AFCWX: AEPGX (42 years) vs AFCWX (10 years). AFCWX (1.60) is less costly to investors than AEPGX (0.83). AFCWX is a more actively managed with annual turnover of: 90.00 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than AFCWX: AEPGX (250) vs AFCWX (2500). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. AFCWX (5.73). AEPGX return over 5 years is better than : -1.55 vs. AFCWX (-4.52).
| AEPGX | AFCWX | AEPGX / AFCWX | |
| Total Expense Ratio | 0.83 | 1.60 | 52% |
| Annual Report Gross Expense Ratio | 0.83 | 1.60 | 52% |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 11.585 | 3.484 | 333% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 236M | 58,051% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 14.87 | 5.73 | 260% |
| Returns for 3 years | 32.29 | 21.63 | 149% |
| Returns for 5 years | -1.55 | -4.52 | 34% |
| Returns for 10 years | 60.12 | 85.32 | 70% |
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