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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
Jun 04, 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: 137B vs. WCMRX (21.8B). AEPCX pays higher dividends than WCMRX: AEPCX (2.06) vs WCMRX (0.52). AEPCX was incepted earlier than WCMRX: AEPCX (25 years) vs WCMRX (15 years). AEPCX (1.57) is less costly to investors than WCMRX (1.30). AEPCX is a more actively managed with annual turnover of: 35.00 vs. WCMRX (23.00). AEPCX has a lower initial minimum investment than WCMRX: AEPCX (250) vs WCMRX (1000). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. WCMRX (5.87). WCMRX return over 5 years is better than : 3.39 vs. AEPCX (-5.59).
| AEPCX | WCMRX | AEPCX / WCMRX | |
| Total Expense Ratio | 1.57 | 1.30 | 121% |
| Annual Report Gross Expense Ratio | 1.57 | 1.30 | 121% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 11.217 | 11.243 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 21.8B | 628% |
| Annual Yield % from dividends | 2.06 | 0.52 | 396% |
| Returns for 1 year | 13.48 | 5.87 | 230% |
| Returns for 3 years | 28.39 | 25.08 | 113% |
| Returns for 5 years | -5.59 | 3.39 | -165% |
| Returns for 10 years | 51.98 | 119.74 | 43% |
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