Interact to see
Advertisement
Advertisement
AEGFX vs WILNX
AEGFX vs WILNX Comparison
Open Charts AEGFX vs WILNX
AEGFX vs WILNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. WILNX 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. WILNX (1.24B). AEGFX pays higher dividends than WILNX: AEGFX (2.47) vs WILNX (0.85). 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 : 20.51 vs. AEGFX (10.51). WILNX return over 5 years is better than : 7.58 vs. AEGFX (-5.68).
| 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 | 3.906 | 16.750 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.24B | 11,514% |
| Annual Yield % from dividends | 2.47 | 0.85 | 291% |
| Returns for 1 year | 10.51 | 20.51 | 51% |
| Returns for 3 years | 23.19 | 37.13 | 62% |
| Returns for 5 years | -5.68 | 7.58 | -75% |
| Returns for 10 years | 57.30 | 115.76 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers