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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
Sep 13, 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 WILJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. WILJX (1.19B). AEPFX pays higher dividends than WILJX: AEPFX (2.64) vs WILJX (1.14). 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 : 10.75 vs. AEPFX (4.84). WILJX return over 5 years is better than : -1.91 vs. AEPFX (-2.16).
| 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 | 7.092 | 14.034 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.64 | 1.14 | 233% |
| Returns for 1 year | 4.84 | 10.75 | 45% |
| Returns for 3 years | 29.39 | 42.00 | 70% |
| Returns for 5 years | -2.16 | -1.91 | 113% |
| Returns for 10 years | 56.42 | 99.05 | 57% |
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