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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
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. WCMIX (21.9B). AEPCX pays higher dividends than WCMIX: AEPCX (2.07) vs WCMIX (0.72). AEPCX was incepted earlier than WCMIX: AEPCX (26 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 (6.59) and AEPCX (6.43) have marching annual gain over last year. WCMIX return over 5 years is better than : -3.52 vs. AEPCX (-7.24).
| AEPCX | WCMIX | AEPCX / WCMIX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.05 | 150% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 7.686 | 13.666 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 21.9B | 626% |
| Annual Yield % from dividends | 2.07 | 0.72 | 286% |
| Returns for 1 year | 6.43 | 6.59 | 98% |
| Returns for 3 years | 26.37 | 34.80 | 76% |
| Returns for 5 years | -7.24 | -3.52 | 206% |
| Returns for 10 years | 40.33 | 125.10 | 32% |
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