AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
WILNX
Price
$25.45
Change
+$0.16 (+0.63%)
Updated
Aug 21 closing price
Net Assets
1.21B
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AEPCX vs WILNX

AEPCX vs WILNX Comparison Chart in %
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AEPCX vs. WILNX 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 WILNX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. WILNX (1.21B). AEPCX pays higher dividends than WILNX: AEPCX (2.13) vs WILNX (0.87). 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 : 15.33 vs. AEPCX (7.17). WILNX return over 5 years is better than : 3.89 vs. AEPCX (-3.27).
AEPCXWILNXAEPCX / WILNX
Total Expense Ratio1.581.15137%
Annual Report Gross Expense Ratio1.581.27124%
Fund Existence25 years14 years-
Gain YTD7.18416.15744%
Front LoadN/AN/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets137B1.21B11,313%
Annual Yield % from dividends2.130.87244%
Returns for 1 year7.1715.3347%
Returns for 3 years26.1043.0061%
Returns for 5 years-3.273.89-84%
Returns for 10 years40.0494.5642%
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