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AEPCX vs WILJX
AEPCX vs WILJX Comparison
Open Charts AEPCX vs WILJX
AEPCX vs WILJX Comparison Chart in %
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AEPCX vs. WILJX commentary
Aug 23, 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 StrongBuy and WILJX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. WILJX (1.21B). AEPCX pays higher dividends than WILJX: AEPCX (2.13) vs WILJX (1.16). 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 : 15.75 vs. AEPCX (7.17). WILJX return over 5 years is better than : 5.55 vs. AEPCX (-3.27).
| AEPCX | WILJX | AEPCX / WILJX | |
| Total Expense Ratio | 1.58 | 0.85 | 186% |
| Annual Report Gross Expense Ratio | 1.58 | 0.91 | 174% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 7.184 | 16.387 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.21B | 11,313% |
| Annual Yield % from dividends | 2.13 | 1.16 | 184% |
| Returns for 1 year | 7.17 | 15.75 | 46% |
| Returns for 3 years | 26.10 | 44.38 | 59% |
| Returns for 5 years | -3.27 | 5.55 | -59% |
| Returns for 10 years | 40.04 | 100.94 | 40% |
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