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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
Sep 14, 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 Buy and AIWCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. AIWCX (2.13B). AEPGX pays higher dividends than AIWCX: AEPGX (2.48) 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 (50.00). 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 : 4.61 vs. AIWCX (-0.54). AEPGX return over 5 years is better than : -4.41 vs. AIWCX (-20.53).
| AEPGX | AIWCX | AEPGX / AIWCX | |
| Total Expense Ratio | 0.83 | 2.17 | 38% |
| Annual Report Gross Expense Ratio | 0.83 | 2.22 | 37% |
| Fund Existence | 42 years | 25 years | - |
| Gain YTD | 6.924 | 1.730 | 400% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.13B | 6,560% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 4.61 | -0.54 | -856% |
| Returns for 3 years | 28.47 | 21.05 | 135% |
| Returns for 5 years | -4.41 | -20.53 | 21% |
| Returns for 10 years | 48.08 | 20.73 | 232% |
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