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AEPGX vs AIWCX
AEPGX vs AIWCX Comparison
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AEPGX vs AIWCX Comparison Chart in %
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AEPGX vs. AIWCX 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 AIWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. AIWCX (2.25B). AEPGX pays higher dividends than AIWCX: AEPGX (2.47) vs AIWCX (0.00). AEPGX was incepted earlier than AIWCX: AEPGX (42 years) vs AIWCX (25 years). AIWCX (2.22) is less costly to investors than AEPGX (0.83). AIWCX is a more actively managed with annual turnover of: 65.00 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than AIWCX: AEPGX (250) vs AIWCX (2500). AEPGX annual gain was more profitable for investors over the last year : 15.96 vs. AIWCX (-0.08). AEPGX return over 5 years is better than : -1.65 vs. AIWCX (-16.46).
| AEPGX | AIWCX | AEPGX / AIWCX | |
| Total Expense Ratio | 0.83 | 2.19 | 38% |
| Annual Report Gross Expense Ratio | 0.83 | 2.22 | 37% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 12.180 | 1.965 | 620% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.25B | 6,100% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 15.96 | -0.08 | -20,722% |
| Returns for 3 years | 33.00 | 14.58 | 226% |
| Returns for 5 years | -1.65 | -16.46 | 10% |
| Returns for 10 years | 60.98 | 18.26 | 334% |
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