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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
Jun 03, 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 WILIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. WILIX (1.21B). AEPFX pays higher dividends than WILIX: AEPFX (2.64) vs WILIX (1.09). AEPFX was incepted earlier than WILIX: AEPFX (18 years) vs WILIX (14 years). WILIX (1.03) is less costly to investors than AEPFX (0.58). WILIX is a more actively managed with annual turnover of: 91.00 vs. AEPFX (35.00). 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 : 19.31 vs. AEPFX (15.11). WILIX return over 5 years is better than : 9.16 vs. AEPFX (0.76).
| AEPFX | WILIX | AEPFX / WILIX | |
| Total Expense Ratio | 0.58 | 0.90 | 64% |
| Annual Report Gross Expense Ratio | 0.58 | 1.03 | 56% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 11.682 | 16.448 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.21B | 11,285% |
| Annual Yield % from dividends | 2.64 | 1.09 | 242% |
| Returns for 1 year | 15.11 | 19.31 | 78% |
| Returns for 3 years | 33.24 | 37.06 | 90% |
| Returns for 5 years | 0.76 | 9.16 | 8% |
| Returns for 10 years | 69.19 | 109.83 | 63% |
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