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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
Jul 11, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. PWJDX (4.98B). AEPGX pays higher dividends than PWJDX: AEPGX (2.53) 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). PWJDX annual gain was more profitable for investors over the last year : 9.48 vs. AEPGX (6.49). PWJDX return over 5 years is better than : 3.10 vs. AEPGX (-3.72).
| 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 | 4.297 | 9.694 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 4.98B | 2,830% |
| Annual Yield % from dividends | 2.53 | 0.01 | 30,387% |
| Returns for 1 year | 6.49 | 9.48 | 68% |
| Returns for 3 years | 22.66 | 39.11 | 58% |
| Returns for 5 years | -3.72 | 3.10 | -120% |
| Returns for 10 years | 49.20 | N/A | - |
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