Interact to see
Advertisement
Advertisement
AEPFX vs WILJX
AEPFX vs WILJX Comparison
Open Charts AEPFX vs WILJX
AEPFX vs WILJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. WILJX commentary
Aug 23, 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 StrongBuy and WILJX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. WILJX (1.21B). AEPFX pays higher dividends than WILJX: AEPFX (2.72) vs WILJX (1.16). 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 : 15.75 vs. AEPFX (8.91). WILJX return over 5 years is better than : 5.55 vs. AEPFX (3.40).
| 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 | 8.169 | 16.387 | 50% |
| 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 | 11,313% |
| Annual Yield % from dividends | 2.72 | 1.16 | 235% |
| Returns for 1 year | 8.91 | 15.75 | 57% |
| Returns for 3 years | 31.21 | 44.38 | 70% |
| Returns for 5 years | 3.40 | 5.55 | 61% |
| Returns for 10 years | 56.30 | 100.94 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HLMVX | 34.05 | 0.27 | +0.80% |
| Harding Loevner Global Equity Inst | |||
| CSIEX | 65.60 | 0.49 | +0.75% |
| Calvert Equity A | |||
| JVMAX | 30.19 | 0.20 | +0.67% |
| JHancock Disciplined Value Mid Cap A | |||
| DHIVX | 14.45 | -0.06 | -0.41% |
| Centre Global Infrastructure Advisor | |||
| CCCCX | 5.84 | -0.06 | -1.02% |
| Center Coast Brookfield Midstream Foc C | |||