AEPFX
Price
$62.80
Change
+$0.41 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
WGISX
Price
$13.41
Change
+$0.01 (+0.07%)
Updated
Jul 31 closing price
Net Assets
3.75M
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AEPFX vs WGISX

AEPFX vs WGISX Comparison Chart in %
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AEPFX vs. WGISX commentary
Aug 02, 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 WGISX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. WGISX (3.75M). AEPFX pays higher dividends than WGISX: AEPFX (2.72) vs WGISX (0.00). AEPFX was incepted earlier than WGISX: AEPFX (18 years) vs WGISX (7 years). WGISX (4.47) is less costly to investors than AEPFX (0.59). WGISX is a more actively managed with annual turnover of: 57.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than WGISX: AEPFX (250) vs WGISX (100000). AEPFX annual gain was more profitable for investors over the last year : 8.51 vs. WGISX (-7.71). AEPFX return over 5 years is better than : -0.90 vs. WGISX (-11.66).
AEPFXWGISXAEPFX / WGISX
Total Expense Ratio0.590.9066%
Annual Report Gross Expense Ratio0.594.4713%
Fund Existence18 years7 years-
Gain YTD4.0600.2241,811%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B3.75M3,755,994%
Annual Yield % from dividends2.720.00-
Returns for 1 year8.51-7.71-110%
Returns for 3 years19.3616.51117%
Returns for 5 years-0.90-11.668%
Returns for 10 years54.97N/A-
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