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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
Jul 14, 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: 141B vs. WAISX (3.84M). AEPFX pays higher dividends than WAISX: AEPFX (2.70) 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 : 5.78 vs. WAISX (-10.85). AEPFX return over 5 years is better than : -3.46 vs. WAISX (-11.28).
| 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 | 2.701 | 0.153 | 1,761% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 3.84M | 3,673,788% |
| Annual Yield % from dividends | 2.70 | 0.00 | - |
| Returns for 1 year | 5.78 | -10.85 | -53% |
| Returns for 3 years | 17.67 | 12.10 | 146% |
| Returns for 5 years | -3.46 | -11.28 | 31% |
| Returns for 10 years | 53.95 | N/A | - |
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