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AEPFX vs WGISX
AEPFX vs WGISX Comparison
Open Charts AEPFX vs WGISX
AEPFX vs WGISX Comparison Chart in %
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AEPFX vs. WGISX commentary
Aug 24, 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 StrongBuy and WGISX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. WGISX (3.86M). 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 : 8.91 vs. WGISX (-6.61). AEPFX return over 5 years is better than : 3.40 vs. WGISX (-10.36).
| AEPFX | WGISX | AEPFX / WGISX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 4.47 | 13% |
| Fund Existence | 18 years | 7 years | - |
| Gain YTD | 8.169 | 3.438 | 238% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.86M | 3,551,983% |
| Annual Yield % from dividends | 2.72 | 0.00 | - |
| Returns for 1 year | 8.91 | -6.61 | -135% |
| Returns for 3 years | 31.21 | 29.35 | 106% |
| Returns for 5 years | 3.40 | -10.36 | -33% |
| Returns for 10 years | 56.30 | N/A | - |
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