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AEPFX vs WAISX
AEPFX vs WAISX Comparison
Open Charts AEPFX vs WAISX
AEPFX vs WAISX Comparison Chart in %
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AEPFX vs. WAISX 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 AEPFX is a Buy and WAISX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. WAISX (3.7M). 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 (0.59). WAISX is a more actively managed with annual turnover of: 57.00 vs. AEPFX (50.00). 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 : 4.84 vs. WAISX (-9.45). AEPFX return over 5 years is better than : -2.16 vs. WAISX (-19.20).
| AEPFX | WAISX | AEPFX / WAISX | |
| Total Expense Ratio | 0.59 | 1.30 | 45% |
| Annual Report Gross Expense Ratio | 0.59 | 3.96 | 15% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 7.092 | 0.690 | 1,028% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 3.7M | 3,782,761% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 4.84 | -9.45 | -51% |
| Returns for 3 years | 29.39 | 23.17 | 127% |
| Returns for 5 years | -2.16 | -19.20 | 11% |
| Returns for 10 years | 56.42 | N/A | - |
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