AEPGX
Price
$65.36
Change
+$0.75 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
PWJQX
Price
$37.77
Change
+$0.32 (+0.85%)
Updated
Aug 21 closing price
Net Assets
4.84B
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AEPGX vs PWJQX

AEPGX vs PWJQX Comparison Chart in %
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AEPGX vs. PWJQX commentary
Aug 23, 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 StrongBuy and PWJQX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. PWJQX (4.84B). AEPGX pays higher dividends than PWJQX: AEPGX (2.56) vs PWJQX (0.24). AEPGX was incepted earlier than PWJQX: AEPGX (42 years) vs PWJQX (11 years). PWJQX (0.84) and AEPGX (0.83) have similar cost to investors . PWJQX is a more actively managed with annual turnover of: 81.00 vs. AEPGX (50.00). PWJQX annual gain was more profitable for investors over the last year : 9.97 vs. AEPGX (8.66). AEPGX return over 5 years is better than : 1.00 vs. PWJQX (-0.93).
AEPGXPWJQXAEPGX / PWJQX
Total Expense Ratio0.830.8499%
Annual Report Gross Expense Ratio0.830.8499%
Fund Existence42 years11 years-
Gain YTD8.0158.72292%
Front Load6%N/A-
Min. Initial Investment250N/A-
Min. Initial Investment IRAN/AN/A-
Net Assets137B4.84B2,832%
Annual Yield % from dividends2.560.241,086%
Returns for 1 year8.669.9787%
Returns for 3 years30.3044.3068%
Returns for 5 years1.00-0.93-108%
Returns for 10 years47.95193.5825%
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