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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
Aug 23, 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 StrongBuy and WCMRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. WCMRX (22.5B). AEPCX pays higher dividends than WCMRX: AEPCX (2.13) vs WCMRX (0.52). 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 : 10.48 vs. AEPCX (7.17). WCMRX return over 5 years is better than : 1.91 vs. AEPCX (-3.27).
| 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 | 7.184 | 16.353 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.5B | 609% |
| Annual Yield % from dividends | 2.13 | 0.52 | 413% |
| Returns for 1 year | 7.17 | 10.48 | 68% |
| Returns for 3 years | 26.10 | 36.18 | 72% |
| Returns for 5 years | -3.27 | 1.91 | -172% |
| Returns for 10 years | 40.04 | 118.51 | 34% |
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