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AEPCX vs WCMRX
AEPCX vs WCMRX Comparison
Open Charts AEPCX vs WCMRX
AEPCX vs WCMRX Comparison Chart in %
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AEPCX vs. WCMRX commentary
Jul 14, 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 WCMRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. WCMRX (22B). AEPCX pays higher dividends than WCMRX: AEPCX (2.11) vs WCMRX (0.50). AEPCX was incepted earlier than WCMRX: AEPCX (25 years) vs WCMRX (15 years). AEPCX (1.58) is less costly to investors than WCMRX (1.30). AEPCX is a more actively managed with annual turnover of: 50.00 vs. WCMRX (23.00). AEPCX has a lower initial minimum investment than WCMRX: AEPCX (250) vs WCMRX (1000). WCMRX annual gain was more profitable for investors over the last year : 6.40 vs. AEPCX (4.09). WCMRX return over 5 years is better than : 1.02 vs. AEPCX (-9.69).
| AEPCX | WCMRX | AEPCX / WCMRX | |
| Total Expense Ratio | 1.58 | 1.30 | 122% |
| Annual Report Gross Expense Ratio | 1.58 | 1.30 | 122% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 1.869 | 12.878 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22B | 641% |
| Annual Yield % from dividends | 2.11 | 0.50 | 420% |
| Returns for 1 year | 4.09 | 6.40 | 64% |
| Returns for 3 years | 13.07 | 22.82 | 57% |
| Returns for 5 years | -9.69 | 1.02 | -950% |
| Returns for 10 years | 37.90 | 118.44 | 32% |
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