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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
Jul 01, 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 Buy and WCMIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. WCMIX (22.3B). 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 : 6.36 vs. WCMIX (4.99). WCMIX return over 5 years is better than : 5.00 vs. AEPCX (-7.66).
| 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 | 4.310 | 14.429 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.3B | 641% |
| Annual Yield % from dividends | 2.06 | 0.73 | 281% |
| Returns for 1 year | 6.36 | 4.99 | 128% |
| Returns for 3 years | 18.39 | 27.75 | 66% |
| Returns for 5 years | -7.66 | 5.00 | -153% |
| Returns for 10 years | 46.08 | 130.18 | 35% |
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