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AEPGX vs AWPAX
AEPGX vs AWPAX Comparison
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AEPGX vs AWPAX Comparison Chart in %
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AEPGX vs. AWPAX commentary
Jul 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 AWPAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. AWPAX (669M). AEPGX pays higher dividends than AWPAX: AEPGX (2.53) vs AWPAX (0.00). AEPGX was incepted earlier than AWPAX: AEPGX (42 years) vs AWPAX (32 years). AWPAX (1.04) is less costly to investors than AEPGX (0.83). AEPGX (50.00) and AWPAX (48.00) have comparable annual turnover. AEPGX initial investment is less costly to investors than AWPAX (4%) vs AWPAX (4%). AEPGX has a lower initial minimum investment than AWPAX: AEPGX (250) vs AWPAX (2500). AEPGX annual gain was more profitable for investors over the last year : 6.49 vs. AWPAX (4.95). AEPGX return over 5 years is better than : -3.72 vs. AWPAX (-5.99).
| AEPGX | AWPAX | AEPGX / AWPAX | |
| Total Expense Ratio | 0.83 | 1.04 | 80% |
| Annual Report Gross Expense Ratio | 0.83 | 1.04 | 80% |
| Fund Existence | 42 years | 32 years | - |
| Gain YTD | 4.297 | 3.968 | 108% |
| Front Load | 6% | 4% | 135% |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 669M | 21,076% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 6.49 | 4.95 | 131% |
| Returns for 3 years | 22.66 | 22.23 | 102% |
| Returns for 5 years | -3.72 | -5.99 | 62% |
| Returns for 10 years | 49.20 | 44.24 | 111% |
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