AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
WILJX
Price
$24.78
Change
-$0.35 (-1.39%)
Updated
Jul 13 closing price
Net Assets
1.16B
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AEPCX vs WILJX

AEPCX vs WILJX Comparison Chart in %
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AEPCX vs. WILJX commentary
Jul 14, 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 WILJX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. WILJX (1.16B). AEPCX pays higher dividends than WILJX: AEPCX (2.11) vs WILJX (1.12). AEPCX was incepted earlier than WILJX: AEPCX (25 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 : 14.20 vs. AEPCX (4.09). WILJX return over 5 years is better than : 4.59 vs. AEPCX (-9.69).
AEPCXWILJXAEPCX / WILJX
Total Expense Ratio1.580.85186%
Annual Report Gross Expense Ratio1.580.91174%
Fund Existence25 years14 years-
Gain YTD1.86913.76214%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B1.16B12,113%
Annual Yield % from dividends2.111.12188%
Returns for 1 year4.0914.2029%
Returns for 3 years13.0730.2143%
Returns for 5 years-9.694.59-211%
Returns for 10 years37.90106.6536%
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