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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
Jun 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 Hold and WILIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. WILIX (1.21B). AEPCX pays higher dividends than WILIX: AEPCX (2.06) vs WILIX (1.09). AEPCX was incepted earlier than WILIX: AEPCX (25 years) vs WILIX (14 years). AEPCX (1.57) is less costly to investors than WILIX (1.03). WILIX is a more actively managed with annual turnover of: 91.00 vs. AEPCX (35.00). 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 : 19.31 vs. AEPCX (13.48). WILIX return over 5 years is better than : 9.16 vs. AEPCX (-5.59).
| AEPCX | WILIX | AEPCX / WILIX | |
| Total Expense Ratio | 1.57 | 0.90 | 174% |
| Annual Report Gross Expense Ratio | 1.57 | 1.03 | 152% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 11.217 | 16.448 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.21B | 11,285% |
| Annual Yield % from dividends | 2.06 | 1.09 | 189% |
| Returns for 1 year | 13.48 | 19.31 | 70% |
| Returns for 3 years | 28.39 | 37.06 | 77% |
| Returns for 5 years | -5.59 | 9.16 | -61% |
| Returns for 10 years | 51.98 | 109.83 | 47% |
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