AEPCX
Price
$61.43
Change
+$0.48 (+0.79%)
Updated
Jun 22 closing price
Net Assets
143.2B
WILJX
Price
$26.25
Change
+$0.43 (+1.67%)
Updated
Jun 22 closing price
Net Assets
1.24B
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AEPCX vs WILJX

AEPCX vs WILJX Comparison Chart in %
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AEPCX vs. WILJX commentary
Jun 24, 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: 143B vs. WILJX (1.24B). AEPCX pays higher dividends than WILJX: AEPCX (2.06) vs WILJX (1.13). 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 : 20.92 vs. AEPCX (9.08). WILJX return over 5 years is better than : 9.24 vs. AEPCX (-9.45).
AEPCXWILJXAEPCX / WILJX
Total Expense Ratio1.580.85186%
Annual Report Gross Expense Ratio1.580.91174%
Fund Existence25 years14 years-
Gain YTD3.27216.88519%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B1.24B11,514%
Annual Yield % from dividends2.061.13183%
Returns for 1 year9.0820.9243%
Returns for 3 years19.4638.4051%
Returns for 5 years-9.459.24-102%
Returns for 10 years49.26122.7640%
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