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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
Aug 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 Buy and WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. WILIX (1.17B). AEPFX pays higher dividends than WILIX: AEPFX (2.72) vs WILIX (1.12). 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 : 14.45 vs. AEPFX (8.51). WILIX return over 5 years is better than : 2.24 vs. AEPFX (-0.90).
| 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 | 4.060 | 12.732 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.17B | 12,072% |
| Annual Yield % from dividends | 2.72 | 1.12 | 243% |
| Returns for 1 year | 8.51 | 14.45 | 59% |
| Returns for 3 years | 19.36 | 31.46 | 62% |
| Returns for 5 years | -0.90 | 2.24 | -40% |
| Returns for 10 years | 54.97 | 99.77 | 55% |
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