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AEPGX vs PWJCX
AEPGX vs PWJCX Comparison
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AEPGX vs PWJCX Comparison Chart in %
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AEPGX vs. PWJCX commentary
Jul 24, 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 PWJCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. PWJCX (4.79B). AEPGX pays higher dividends than PWJCX: AEPGX (2.53) vs PWJCX (0.00). AEPGX was incepted earlier than PWJCX: AEPGX (42 years) vs PWJCX (14 years). PWJCX (1.99) is less costly to investors than AEPGX (0.83). PWJCX is a more actively managed with annual turnover of: 81.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than PWJCX: AEPGX (250) vs PWJCX (1000). PWJCX annual gain was more profitable for investors over the last year : 3.78 vs. AEPGX (3.21). AEPGX return over 5 years is better than : -5.33 vs. PWJCX (-6.87).
| AEPGX | PWJCX | AEPGX / PWJCX | |
| Total Expense Ratio | 0.83 | 1.90 | 44% |
| Annual Report Gross Expense Ratio | 0.83 | 1.99 | 42% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 2.876 | 5.412 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.79B | 2,945% |
| Annual Yield % from dividends | 2.53 | 0.00 | - |
| Returns for 1 year | 3.21 | 3.78 | 85% |
| Returns for 3 years | 18.33 | 29.49 | 62% |
| Returns for 5 years | -5.33 | -6.87 | 78% |
| Returns for 10 years | 46.33 | 165.40 | 28% |
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