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AEPCX vs WCMIX
AEPCX vs WCMIX Comparison
Open Charts AEPCX vs WCMIX
AEPCX vs WCMIX Comparison Chart in %
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AEPCX vs. WCMIX commentary
Jun 11, 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 WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. WCMIX (21.3B). AEPCX pays higher dividends than WCMIX: AEPCX (2.06) vs WCMIX (0.73). AEPCX was incepted earlier than WCMIX: AEPCX (25 years) vs WCMIX (15 years). AEPCX (1.58) is less costly to investors than WCMIX (1.05). AEPCX is a more actively managed with annual turnover of: 50.00 vs. WCMIX (23.00). AEPCX has a lower initial minimum investment than WCMIX: AEPCX (250) vs WCMIX (100000). AEPCX annual gain was more profitable for investors over the last year : 9.54 vs. WCMIX (3.65). WCMIX return over 5 years is better than : 0.94 vs. AEPCX (-11.56).
| AEPCX | WCMIX | AEPCX / WCMIX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.05 | 150% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 5.505 | 9.084 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 21.3B | 671% |
| Annual Yield % from dividends | 2.06 | 0.73 | 281% |
| Returns for 1 year | 9.54 | 3.65 | 262% |
| Returns for 3 years | 21.33 | 25.46 | 84% |
| Returns for 5 years | -11.56 | 0.94 | -1,229% |
| Returns for 10 years | 46.77 | 125.65 | 37% |
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