AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
WILJX
Price
$25.15
Change
-$0.33 (-1.30%)
Updated
Sep 11 closing price
Net Assets
1.19B
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AEPCX vs WILJX

AEPCX vs WILJX Comparison Chart in %
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AEPCX vs. WILJX 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 WILJX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. WILJX (1.19B). AEPCX pays higher dividends than WILJX: AEPCX (2.07) vs WILJX (1.14). AEPCX was incepted earlier than WILJX: AEPCX (26 years) vs WILJX (14 years). AEPCX (1.58) is less costly to investors than WILJX (0.91). WILJX is a more actively managed with annual turnover of: 91.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than WILJX: AEPCX (250) vs WILJX (1000000). WILJX annual gain was more profitable for investors over the last year : 10.75 vs. AEPCX (3.15). WILJX return over 5 years is better than : -1.91 vs. AEPCX (-8.48).
AEPCXWILJXAEPCX / WILJX
Total Expense Ratio1.580.85186%
Annual Report Gross Expense Ratio1.580.91174%
Fund Existence26 years14 years-
Gain YTD6.04114.03443%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B1.19B11,785%
Annual Yield % from dividends2.071.14182%
Returns for 1 year3.1510.7529%
Returns for 3 years24.3242.0058%
Returns for 5 years-8.48-1.91443%
Returns for 10 years40.1299.0541%
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