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AEGFX vs WILIX
AEGFX vs WILIX Comparison
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AEGFX vs WILIX Comparison Chart in %
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AEGFX vs. WILIX commentary
Jun 24, 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 AEGFX is a Hold and WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. WILIX (1.24B). AEGFX pays higher dividends than WILIX: AEGFX (2.47) vs WILIX (1.09). AEGFX was incepted earlier than WILIX: AEGFX (25 years) vs WILIX (14 years). WILIX (1.03) is less costly to investors than AEGFX (0.86). WILIX is a more actively managed with annual turnover of: 91.00 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than WILIX: AEGFX (250) vs WILIX (500000). WILIX annual gain was more profitable for investors over the last year : 20.88 vs. AEGFX (14.07). WILIX return over 5 years is better than : 9.00 vs. AEGFX (-2.11).
| AEGFX | WILIX | AEGFX / WILIX | |
| Total Expense Ratio | 0.86 | 0.90 | 96% |
| Annual Report Gross Expense Ratio | 0.86 | 1.03 | 83% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 6.981 | 16.901 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.24B | 11,514% |
| Annual Yield % from dividends | 2.47 | 1.09 | 227% |
| Returns for 1 year | 14.07 | 20.88 | 67% |
| Returns for 3 years | 26.84 | 38.24 | 70% |
| Returns for 5 years | -2.11 | 9.00 | -23% |
| Returns for 10 years | 61.95 | 121.50 | 51% |
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