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AEPGX vs PWJAX
AEPGX vs PWJAX Comparison
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AEPGX vs PWJAX Comparison Chart in %
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AEPGX vs. PWJAX commentary
Aug 03, 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 PWJAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. PWJAX (4.62B). AEPGX pays higher dividends than PWJAX: AEPGX (2.56) 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). AEPGX annual gain was more profitable for investors over the last year : 8.28 vs. PWJAX (4.73). AEPGX return over 5 years is better than : -3.18 vs. PWJAX (-6.06).
| 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 | 3.933 | 2.654 | 148% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.62B | 3,051% |
| Annual Yield % from dividends | 2.56 | 0.01 | 26,501% |
| Returns for 1 year | 8.28 | 4.73 | 175% |
| Returns for 3 years | 18.54 | 28.94 | 64% |
| Returns for 5 years | -3.18 | -6.06 | 52% |
| Returns for 10 years | 46.68 | 174.34 | 27% |
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