AEPCX
Price
$61.53
Change
+$0.81 (+1.33%)
Updated
Sep 3 closing price
Net Assets
137.41B
VWIGX
Price
$39.60
Change
+$0.21 (+0.53%)
Updated
Sep 2 closing price
Net Assets
43.48B
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AEPCX vs VWIGX

AEPCX vs VWIGX Comparison Chart in %
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AEPCX vs. VWIGX commentary
Sep 04, 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 StrongBuy and VWIGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. VWIGX (43.5B). AEPCX pays higher dividends than VWIGX: AEPCX (2.07) vs VWIGX (0.96). 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). VWIGX annual gain was more profitable for investors over the last year : 7.01 vs. AEPCX (5.99). AEPCX return over 5 years is better than : -10.05 vs. VWIGX (-29.14).
AEPCXVWIGXAEPCX / VWIGX
Total Expense Ratio1.580.38416%
Annual Report Gross Expense Ratio1.580.38416%
Fund Existence25 years45 years-
Gain YTD5.1069.81352%
Front LoadN/AN/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets137B43.5B315%
Annual Yield % from dividends2.070.96216%
Returns for 1 year5.997.0185%
Returns for 3 years20.9725.4782%
Returns for 5 years-10.05-29.1435%
Returns for 10 years36.5975.4349%
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