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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
Sep 13, 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. WILNX (1.19B). AEGFX pays higher dividends than WILNX: AEGFX (2.48) vs WILNX (0.86). AEGFX was incepted earlier than WILNX: AEGFX (26 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 : 10.35 vs. AEGFX (4.48). WILNX return over 5 years is better than : -3.48 vs. AEGFX (-4.67).
| AEGFX | WILNX | AEGFX / WILNX | |
| Total Expense Ratio | 0.86 | 1.15 | 75% |
| Annual Report Gross Expense Ratio | 0.86 | 1.27 | 68% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 6.848 | 13.784 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.48 | 0.86 | 289% |
| Returns for 1 year | 4.48 | 10.35 | 43% |
| Returns for 3 years | 28.19 | 40.63 | 69% |
| Returns for 5 years | -4.67 | -3.48 | 134% |
| Returns for 10 years | 47.63 | 92.70 | 51% |
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