Interact to see
Advertisement
Advertisement
AEPFX vs WILIX
AEPFX vs WILIX Comparison
Open Charts AEPFX vs WILIX
AEPFX vs WILIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. WILIX 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 WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. WILIX (1.16B). AEPFX pays higher dividends than WILIX: AEPFX (2.70) 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 (0.59). 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 : 14.16 vs. AEPFX (5.78). WILIX return over 5 years is better than : 4.32 vs. AEPFX (-3.46).
| 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 | 2.701 | 13.774 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.16B | 12,113% |
| Annual Yield % from dividends | 2.70 | 1.09 | 249% |
| Returns for 1 year | 5.78 | 14.16 | 41% |
| Returns for 3 years | 17.67 | 30.05 | 59% |
| Returns for 5 years | -3.46 | 4.32 | -80% |
| Returns for 10 years | 53.95 | 105.49 | 51% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers