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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
Sep 13, 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 Buy and WCMRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. WCMRX (21.5B). AEPCX pays higher dividends than WCMRX: AEPCX (2.07) vs WCMRX (0.51). AEPCX was incepted earlier than WCMRX: AEPCX (26 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). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. WCMRX (2.39). WCMRX return over 5 years is better than : -6.46 vs. AEPCX (-8.48).
| AEPCX | WCMRX | AEPCX / WCMRX | |
| Total Expense Ratio | 1.58 | 1.30 | 122% |
| Annual Report Gross Expense Ratio | 1.58 | 1.30 | 122% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 6.041 | 11.325 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 21.5B | 651% |
| Annual Yield % from dividends | 2.07 | 0.51 | 404% |
| Returns for 1 year | 3.15 | 2.39 | 132% |
| Returns for 3 years | 24.32 | 30.92 | 79% |
| Returns for 5 years | -8.48 | -6.46 | 131% |
| Returns for 10 years | 40.12 | 115.77 | 35% |
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