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AEPGX vs PWJZX
AEPGX vs PWJZX Comparison
Open Charts AEPGX vs PWJZX
AEPGX vs PWJZX Comparison Chart in %
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AEPGX vs. PWJZX commentary
Sep 12, 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 PWJZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. PWJZX (4.6B). AEPGX pays higher dividends than PWJZX: AEPGX (2.48) vs PWJZX (0.17). AEPGX was incepted earlier than PWJZX: AEPGX (42 years) vs PWJZX (14 years). PWJZX (0.95) is less costly to investors than AEPGX (0.83). PWJZX 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 : 4.61 vs. PWJZX (0.69). AEPGX return over 5 years is better than : -4.41 vs. PWJZX (-9.62).
| AEPGX | PWJZX | AEPGX / PWJZX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 0.95 | 87% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 6.924 | 4.358 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | N/A | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 4.6B | 3,043% |
| Annual Yield % from dividends | 2.48 | 0.17 | 1,424% |
| Returns for 1 year | 4.61 | 0.69 | 670% |
| Returns for 3 years | 28.47 | 40.10 | 71% |
| Returns for 5 years | -4.41 | -9.62 | 46% |
| Returns for 10 years | 48.08 | 183.90 | 26% |
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