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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 25, 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: 141B vs. WCMIX (21.7B). AEPCX pays higher dividends than WCMIX: AEPCX (2.11) vs WCMIX (0.71). 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). WCMIX annual gain was more profitable for investors over the last year : 4.58 vs. AEPCX (0.99). WCMIX return over 5 years is better than : 0.12 vs. AEPCX (-10.38).
| 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 | 0.969 | 11.777 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 21.7B | 650% |
| Annual Yield % from dividends | 2.11 | 0.71 | 298% |
| Returns for 1 year | 0.99 | 4.58 | 22% |
| Returns for 3 years | 12.61 | 24.29 | 52% |
| Returns for 5 years | -10.38 | 0.12 | -8,980% |
| Returns for 10 years | 36.41 | 117.48 | 31% |
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