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AEPGX vs PWJDX
AEPGX vs PWJDX Comparison
Open Charts AEPGX vs PWJDX
AEPGX vs PWJDX Comparison Chart in %
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AEPGX vs. PWJDX 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 PWJDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. PWJDX (4.62B). AEPGX pays higher dividends than PWJDX: AEPGX (2.56) vs PWJDX (0.01). AEPGX was incepted earlier than PWJDX: AEPGX (42 years) vs PWJDX (8 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). AEPGX annual gain was more profitable for investors over the last year : 8.28 vs. PWJDX (4.73). AEPGX return over 5 years is better than : -3.18 vs. PWJDX (-6.06).
| 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 | 8 years | - |
| Gain YTD | 3.933 | 2.649 | 148% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.62B | 3,051% |
| Annual Yield % from dividends | 2.56 | 0.01 | 26,835% |
| Returns for 1 year | 8.28 | 4.73 | 175% |
| Returns for 3 years | 18.54 | 28.98 | 64% |
| Returns for 5 years | -3.18 | -6.06 | 52% |
| Returns for 10 years | 46.68 | N/A | - |
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