AEPCX
Price
$59.88
Change
+$0.49 (+0.83%)
Updated
Jun 29 closing price
Net Assets
143.2B
VWIGX
Price
$37.65
Change
+$0.51 (+1.37%)
Updated
Jun 29 closing price
Net Assets
44.4B
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AEPCX vs VWIGX

AEPCX vs VWIGX Comparison Chart in %
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AEPCX vs. VWIGX commentary
Jun 30, 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 AEPCX is a Hold and VWIGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. VWIGX (44.4B). AEPCX pays higher dividends than VWIGX: AEPCX (2.06) vs VWIGX (1.01). AEPCX was incepted earlier than VWIGX: AEPCX (25 years) vs VWIGX (45 years). AEPCX (1.58) is less costly to investors than VWIGX (0.38). AEPCX is a more actively managed with annual turnover of: 50.00 vs. VWIGX (23.00). AEPCX has a lower initial minimum investment than VWIGX: AEPCX (250) vs VWIGX (50000). AEPCX annual gain was more profitable for investors over the last year : 5.04 vs. VWIGX (0.05). AEPCX return over 5 years is better than : -9.07 vs. VWIGX (-30.40).
AEPCXVWIGXAEPCX / VWIGX
Total Expense Ratio1.580.38416%
Annual Report Gross Expense Ratio1.580.38416%
Fund Existence25 years45 years-
Gain YTD2.8043.54179%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets143B44.4B322%
Annual Yield % from dividends2.061.01204%
Returns for 1 year5.040.059,360%
Returns for 3 years16.6815.48108%
Returns for 5 years-9.07-30.4030%
Returns for 10 years43.9780.1655%
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