Interact to see
Advertisement
Advertisement
AEPGX vs PWJAX
AEPGX vs PWJAX Comparison
Open Charts AEPGX vs PWJAX
AEPGX vs PWJAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. PWJAX 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 Hold and PWJAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. PWJAX (4.96B). AEPGX pays higher dividends than PWJAX: AEPGX (2.53) vs PWJAX (0.01). AEPGX was incepted earlier than PWJAX: AEPGX (42 years) vs PWJAX (14 years). PWJAX (1.25) is less costly to investors than AEPGX (0.83). PWJAX is a more actively managed with annual turnover of: 81.00 vs. AEPGX (50.00). AEPGX (6%) and PWJAX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than PWJAX: AEPGX (250) vs PWJAX (1000). PWJAX annual gain was more profitable for investors over the last year : 10.04 vs. AEPGX (5.55). PWJAX return over 5 years is better than : 2.13 vs. AEPGX (-5.69).
| AEPGX | PWJAX | AEPGX / PWJAX | |
| Total Expense Ratio | 0.83 | 1.09 | 76% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 2.578 | 9.378 | 27% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.96B | 2,840% |
| Annual Yield % from dividends | 2.53 | 0.01 | 29,992% |
| Returns for 1 year | 5.55 | 10.04 | 55% |
| Returns for 3 years | 16.83 | 33.57 | 50% |
| Returns for 5 years | -5.69 | 2.13 | -267% |
| Returns for 10 years | 45.72 | 199.38 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement