AEPFX
Price
$64.67
Change
+$0.52 (+0.81%)
Updated
Jun 22 closing price
Net Assets
143.2B
WILJX
Price
$26.25
Change
+$0.43 (+1.67%)
Updated
Jun 22 closing price
Net Assets
1.24B
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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.

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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).
AEPFXWILJXAEPFX / WILJX
Total Expense Ratio0.590.8569%
Annual Report Gross Expense Ratio0.590.9165%
Fund Existence18 years14 years-
Gain YTD4.07616.88524%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B1.24B11,514%
Annual Yield % from dividends2.641.13234%
Returns for 1 year10.8720.9252%
Returns for 3 years24.3238.4063%
Returns for 5 years-3.209.24-35%
Returns for 10 years66.65122.7654%
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