Interact to see
Advertisement
Advertisement
AEPCX vs WILNX
AEPCX vs WILNX Comparison
Open Charts AEPCX vs WILNX
AEPCX vs WILNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. WILNX commentary
Sep 13, 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. WILNX (1.19B). AEPCX pays higher dividends than WILNX: AEPCX (2.07) vs WILNX (0.86). AEPCX was incepted earlier than WILNX: AEPCX (26 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 : 10.35 vs. AEPCX (3.15). WILNX return over 5 years is better than : -3.48 vs. AEPCX (-8.48).
| AEPCX | WILNX | AEPCX / WILNX | |
| Total Expense Ratio | 1.58 | 1.15 | 137% |
| Annual Report Gross Expense Ratio | 1.58 | 1.27 | 124% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 6.041 | 13.784 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.07 | 0.86 | 242% |
| Returns for 1 year | 3.15 | 10.35 | 30% |
| Returns for 3 years | 24.32 | 40.63 | 60% |
| Returns for 5 years | -8.48 | -3.48 | 244% |
| Returns for 10 years | 40.12 | 92.70 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers