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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 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 WILJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. WILJX (1.21B). 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 (0.58). WILJX is a more actively managed with annual turnover of: 91.00 vs. AEPFX (35.00). 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 : 19.40 vs. AEPFX (15.11). WILJX return over 5 years is better than : 9.44 vs. AEPFX (0.76).
| AEPFX | WILJX | AEPFX / WILJX | |
| Total Expense Ratio | 0.58 | 0.85 | 68% |
| Annual Report Gross Expense Ratio | 0.58 | 0.91 | 64% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 11.682 | 16.433 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.21B | 11,285% |
| Annual Yield % from dividends | 2.64 | 1.13 | 234% |
| Returns for 1 year | 15.11 | 19.40 | 78% |
| Returns for 3 years | 33.24 | 37.29 | 89% |
| Returns for 5 years | 0.76 | 9.44 | 8% |
| Returns for 10 years | 69.19 | 111.02 | 62% |
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