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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. WCMRX (21.9B). 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 : 8.07 vs. AEPCX (6.78). WCMRX return over 5 years is better than : -0.68 vs. AEPCX (-7.30).
| 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 | 3.168 | 12.633 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 21.9B | 644% |
| Annual Yield % from dividends | 2.13 | 0.52 | 413% |
| Returns for 1 year | 6.78 | 8.07 | 84% |
| Returns for 3 years | 14.70 | 24.76 | 59% |
| Returns for 5 years | -7.30 | -0.68 | 1,071% |
| Returns for 10 years | 38.82 | 113.14 | 34% |
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