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AEPGX vs PWJRX
AEPGX vs PWJRX Comparison
Open Charts AEPGX vs PWJRX
AEPGX vs PWJRX Comparison Chart in %
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AEPGX vs. PWJRX commentary
Sep 21, 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 PWJRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. PWJRX (4.46B). AEPGX pays higher dividends than PWJRX: AEPGX (2.48) 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). AEPGX annual gain was more profitable for investors over the last year : 2.33 vs. PWJRX (-1.09). AEPGX return over 5 years is better than : -4.71 vs. PWJRX (-11.78).
| 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 | 5.553 | 3.837 | 145% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 4.46B | 3,136% |
| Annual Yield % from dividends | 2.48 | 0.00 | - |
| Returns for 1 year | 2.33 | -1.09 | -213% |
| Returns for 3 years | 27.89 | 40.23 | 69% |
| Returns for 5 years | -4.71 | -11.78 | 40% |
| Returns for 10 years | 45.00 | N/A | - |
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