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AEPCX vs WILIX
AEPCX vs WILIX Comparison
Open Charts AEPCX vs WILIX
AEPCX vs WILIX Comparison Chart in %
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AEPCX vs. WILIX commentary
Sep 12, 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 WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. WILIX (1.19B). AEPCX pays higher dividends than WILIX: AEPCX (2.07) vs WILIX (1.10). AEPCX was incepted earlier than WILIX: AEPCX (26 years) vs WILIX (14 years). AEPCX (1.58) is less costly to investors than WILIX (1.03). WILIX is a more actively managed with annual turnover of: 91.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than WILIX: AEPCX (250) vs WILIX (500000). WILIX annual gain was more profitable for investors over the last year : 10.71 vs. AEPCX (3.15). WILIX return over 5 years is better than : -2.17 vs. AEPCX (-8.48).
| AEPCX | WILIX | AEPCX / WILIX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 1.03 | 153% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 6.041 | 14.001 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.07 | 1.10 | 189% |
| Returns for 1 year | 3.15 | 10.71 | 29% |
| Returns for 3 years | 24.32 | 41.79 | 58% |
| Returns for 5 years | -8.48 | -2.17 | 390% |
| Returns for 10 years | 40.12 | 97.85 | 41% |
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