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AEGFX vs WILNX
AEGFX vs WILNX Comparison
Open Charts AEGFX vs WILNX
AEGFX vs WILNX Comparison Chart in %
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AEGFX vs. WILNX commentary
Aug 23, 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 StrongBuy and WILNX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. WILNX (1.21B). AEGFX pays higher dividends than WILNX: AEGFX (2.55) vs WILNX (0.87). AEGFX was incepted earlier than WILNX: AEGFX (25 years) vs WILNX (14 years). WILNX (1.27) is less costly to investors than AEGFX (0.86). WILNX is a more actively managed with annual turnover of: 91.00 vs. AEGFX (50.00). AEGFX has a lower initial minimum investment than WILNX: AEGFX (250) vs WILNX (2500). WILNX annual gain was more profitable for investors over the last year : 15.33 vs. AEGFX (8.55). WILNX return over 5 years is better than : 3.89 vs. AEGFX (0.76).
| AEGFX | WILNX | AEGFX / WILNX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.27 | 68% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.962 | 16.157 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.21B | 11,313% |
| Annual Yield % from dividends | 2.55 | 0.87 | 292% |
| Returns for 1 year | 8.55 | 15.33 | 56% |
| Returns for 3 years | 30.02 | 43.00 | 70% |
| Returns for 5 years | 0.76 | 3.89 | 19% |
| Returns for 10 years | 47.56 | 94.56 | 50% |
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