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AEPGX vs PWJDX
AEPGX vs PWJDX Comparison
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AEPGX vs PWJDX Comparison Chart in %
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AEPGX vs. PWJDX commentary
Jun 20, 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 PWJDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. PWJDX (5.45B). AEPGX pays higher dividends than PWJDX: AEPGX (2.47) vs PWJDX (0.01). AEPGX was incepted earlier than PWJDX: AEPGX (42 years) vs PWJDX (7 years). PWJDX (1.14) is less costly to investors than AEPGX (0.83). PWJDX is a more actively managed with annual turnover of: 81.00 vs. AEPGX (50.00). PWJDX annual gain was more profitable for investors over the last year : 22.69 vs. AEPGX (12.45). PWJDX return over 5 years is better than : 14.46 vs. AEPGX (-1.63).
| AEPGX | PWJDX | AEPGX / PWJDX | |
| Total Expense Ratio | 0.83 | 1.09 | 76% |
| Annual Report Gross Expense Ratio | 0.83 | 1.14 | 73% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 6.197 | 18.282 | 34% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 5.45B | 2,622% |
| Annual Yield % from dividends | 2.47 | 0.01 | 28,049% |
| Returns for 1 year | 12.45 | 22.69 | 55% |
| Returns for 3 years | 17.11 | 46.10 | 37% |
| Returns for 5 years | -1.63 | 14.46 | -11% |
| Returns for 10 years | 54.16 | N/A | - |
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