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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
Jul 14, 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: 141B vs. WILNX (1.16B). AEGFX pays higher dividends than WILNX: AEGFX (2.53) 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 : 13.81 vs. AEGFX (5.43). WILNX return over 5 years is better than : 2.97 vs. AEGFX (-5.92).
| 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 | 2.527 | 13.601 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.16B | 12,113% |
| Annual Yield % from dividends | 2.53 | 0.85 | 298% |
| Returns for 1 year | 5.43 | 13.81 | 39% |
| Returns for 3 years | 16.61 | 29.00 | 57% |
| Returns for 5 years | -5.92 | 2.97 | -199% |
| Returns for 10 years | 45.30 | 100.09 | 45% |
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