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AEPFX vs WILJX
AEPFX vs WILJX Comparison
Open Charts AEPFX vs WILJX
AEPFX vs WILJX Comparison Chart in %
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AEPFX vs. WILJX commentary
Jun 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 Hold and WILJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. WILJX (1.24B). AEPFX pays higher dividends than WILJX: AEPFX (2.64) vs WILJX (1.13). AEPFX was incepted earlier than WILJX: AEPFX (18 years) vs WILJX (14 years). WILJX (0.91) is less costly to investors than AEPFX (0.59). WILJX is a more actively managed with annual turnover of: 91.00 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than WILJX: AEPFX (250) vs WILJX (1000000). WILJX annual gain was more profitable for investors over the last year : 20.92 vs. AEPFX (10.87). WILJX return over 5 years is better than : 9.24 vs. AEPFX (-3.20).
| AEPFX | WILJX | AEPFX / WILJX | |
| Total Expense Ratio | 0.59 | 0.85 | 69% |
| Annual Report Gross Expense Ratio | 0.59 | 0.91 | 65% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 4.076 | 16.885 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.24B | 11,514% |
| Annual Yield % from dividends | 2.64 | 1.13 | 234% |
| Returns for 1 year | 10.87 | 20.92 | 52% |
| Returns for 3 years | 24.32 | 38.40 | 63% |
| Returns for 5 years | -3.20 | 9.24 | -35% |
| Returns for 10 years | 66.65 | 122.76 | 54% |
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