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AEPFX vs WILIX
AEPFX vs WILIX Comparison
Open Charts AEPFX vs WILIX
AEPFX vs WILIX Comparison Chart in %
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AEPFX vs. WILIX commentary
Sep 12, 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 WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. WILIX (1.19B). AEPFX pays higher dividends than WILIX: AEPFX (2.64) vs WILIX (1.10). AEPFX was incepted earlier than WILIX: AEPFX (18 years) vs WILIX (14 years). WILIX (1.03) is less costly to investors than AEPFX (0.59). WILIX is a more actively managed with annual turnover of: 91.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than WILIX: AEPFX (250) vs WILIX (500000). WILIX annual gain was more profitable for investors over the last year : 10.71 vs. AEPFX (4.84). AEPFX (-2.16) and WILIX (-2.17) have equivalent 5 years return.
| AEPFX | WILIX | AEPFX / WILIX | |
| Total Expense Ratio | 0.59 | 0.90 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 1.03 | 57% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 7.092 | 14.001 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.64 | 1.10 | 241% |
| Returns for 1 year | 4.84 | 10.71 | 45% |
| Returns for 3 years | 29.39 | 41.79 | 70% |
| Returns for 5 years | -2.16 | -2.17 | 99% |
| Returns for 10 years | 56.42 | 97.85 | 58% |
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