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AEGFX vs WILIX
AEGFX vs WILIX Comparison
Open Charts AEGFX vs WILIX
AEGFX vs WILIX Comparison Chart in %
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AEGFX vs. WILIX commentary
Aug 03, 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 Buy and WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. WILIX (1.17B). AEGFX pays higher dividends than WILIX: AEGFX (2.55) vs WILIX (1.12). 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 : 14.45 vs. AEGFX (8.16). WILIX return over 5 years is better than : 2.24 vs. AEGFX (-3.42).
| 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 | 3.873 | 12.732 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.17B | 12,072% |
| Annual Yield % from dividends | 2.55 | 1.12 | 228% |
| Returns for 1 year | 8.16 | 14.45 | 57% |
| Returns for 3 years | 18.29 | 31.46 | 58% |
| Returns for 5 years | -3.42 | 2.24 | -152% |
| Returns for 10 years | 46.28 | 99.77 | 46% |
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