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AEPCX vs WILIX
AEPCX vs WILIX Comparison
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AEPCX vs WILIX Comparison Chart in %
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AEPCX vs. WILIX 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 WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. WILIX (1.17B). AEPCX pays higher dividends than WILIX: AEPCX (2.13) vs WILIX (1.12). AEPCX was incepted earlier than WILIX: AEPCX (25 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 : 14.45 vs. AEPCX (6.78). WILIX return over 5 years is better than : 2.24 vs. AEPCX (-7.30).
| AEPCX | WILIX | AEPCX / WILIX | |
| Total Expense Ratio | 1.58 | 0.90 | 176% |
| Annual Report Gross Expense Ratio | 1.58 | 1.03 | 153% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 3.168 | 12.732 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.17B | 12,072% |
| Annual Yield % from dividends | 2.13 | 1.12 | 191% |
| Returns for 1 year | 6.78 | 14.45 | 47% |
| Returns for 3 years | 14.70 | 31.46 | 47% |
| Returns for 5 years | -7.30 | 2.24 | -325% |
| Returns for 10 years | 38.82 | 99.77 | 39% |
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