Interact to see
Advertisement
Advertisement
AEPFX vs WAISX
AEPFX vs WAISX Comparison
Open Charts AEPFX vs WAISX
AEPFX vs WAISX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. WAISX commentary
Jun 04, 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 AEPFX is a Hold and WAISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. WAISX (3.92M). AEPFX pays higher dividends than WAISX: AEPFX (2.64) vs WAISX (0.00). AEPFX was incepted earlier than WAISX: AEPFX (18 years) vs WAISX (7 years). WAISX (3.96) is less costly to investors than AEPFX (0.58). WAISX is a more actively managed with annual turnover of: 57.00 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than WAISX: AEPFX (250) vs WAISX (2000). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. WAISX (-7.51). AEPFX return over 5 years is better than : 0.76 vs. WAISX (-6.40).
| AEPFX | WAISX | AEPFX / WAISX | |
| Total Expense Ratio | 0.58 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.58 | 3.96 | 15% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 11.682 | 1.994 | 586% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.92M | 3,495,790% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 15.11 | -7.51 | -201% |
| Returns for 3 years | 33.24 | 19.18 | 173% |
| Returns for 5 years | 0.76 | -6.40 | -12% |
| Returns for 10 years | 69.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement