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AEPGX vs PWJRX
AEPGX vs PWJRX Comparison
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AEPGX vs PWJRX Comparison Chart in %
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AEPGX vs. PWJRX commentary
Jun 30, 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 PWJRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. PWJRX (5.16B). AEPGX pays higher dividends than PWJRX: AEPGX (2.47) vs PWJRX (0.00). AEPGX was incepted earlier than PWJRX: AEPGX (42 years) vs PWJRX (9 years). PWJRX (1.70) is less costly to investors than AEPGX (0.83). PWJRX is a more actively managed with annual turnover of: 81.00 vs. AEPGX (50.00). PWJRX annual gain was more profitable for investors over the last year : 11.18 vs. AEPGX (6.52). PWJRX return over 5 years is better than : 4.68 vs. AEPGX (-5.07).
| AEPGX | PWJRX | AEPGX / PWJRX | |
| Total Expense Ratio | 0.83 | 1.45 | 57% |
| Annual Report Gross Expense Ratio | 0.83 | 1.70 | 49% |
| Fund Existence | 42 years | 9 years | - |
| Gain YTD | 3.487 | 12.085 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 5.16B | 2,773% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 6.52 | 11.18 | 58% |
| Returns for 3 years | 20.55 | 37.76 | 54% |
| Returns for 5 years | -5.07 | 4.68 | -108% |
| Returns for 10 years | 52.09 | N/A | - |