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AEPCX vs WILNX
AEPCX vs WILNX Comparison
Open Charts AEPCX vs WILNX
AEPCX vs WILNX Comparison Chart in %
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AEPCX vs. WILNX 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. WILNX (1.24B). AEPCX pays higher dividends than WILNX: AEPCX (2.06) vs WILNX (0.85). AEPCX was incepted earlier than WILNX: AEPCX (25 years) vs WILNX (14 years). AEPCX (1.58) is less costly to investors than WILNX (1.27). WILNX is a more actively managed with annual turnover of: 91.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than WILNX: AEPCX (250) vs WILNX (2500). WILNX annual gain was more profitable for investors over the last year : 20.51 vs. AEPCX (9.08). WILNX return over 5 years is better than : 7.58 vs. AEPCX (-9.45).
| AEPCX | WILNX | AEPCX / WILNX | |
| Total Expense Ratio | 1.58 | 1.15 | 137% |
| Annual Report Gross Expense Ratio | 1.58 | 1.27 | 124% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 3.272 | 16.750 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.24B | 11,514% |
| Annual Yield % from dividends | 2.06 | 0.85 | 243% |
| Returns for 1 year | 9.08 | 20.51 | 44% |
| Returns for 3 years | 19.46 | 37.13 | 52% |
| Returns for 5 years | -9.45 | 7.58 | -125% |
| Returns for 10 years | 49.26 | 115.76 | 43% |
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