Interact to see
Advertisement
Advertisement
AEPFX vs WILNX
AEPFX vs WILNX Comparison
Open Charts AEPFX vs WILNX
American Funds EUPAC F2
Price$60.73
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
William Blair International Ldrs N
Price$21.77
Change-$0.06 (-0.27%)
VolumeN/A
Net Assets1.13B
AEPFX vs WILNX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. WILNX commentary
Jun 07, 2025
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 WILNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. WILNX (1.13B). AEPFX pays higher dividends than WILNX: AEPFX (1.27) vs WILNX (0.25). AEPFX was incepted earlier than WILNX: AEPFX (17 years) vs WILNX (13 years). WILNX (1.26) is less costly to investors than AEPFX (0.57). WILNX is a more actively managed with annual turnover of: 66.00 vs. AEPFX (30.00). AEPFX has a lower initial minimum investment than WILNX: AEPFX (250) vs WILNX (2500). WILNX annual gain was more profitable for investors over the last year : 4.60 vs. AEPFX (3.12). WILNX (22.12) and AEPFX (21.82) have equivalent 5 years return.
| AEPFX | WILNX | AEPFX / WILNX | |
| Total Expense Ratio | 0.57 | 1.15 | 50% |
| Annual Report Gross Expense Ratio | 0.57 | 1.26 | 45% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 13.387 | 13.091 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.13B | 11,739% |
| Annual Yield % from dividends | 1.27 | 0.25 | 516% |
| Returns for 1 year | 3.12 | 4.60 | 68% |
| Returns for 3 years | 19.23 | 18.29 | 105% |
| Returns for 5 years | 21.82 | 22.12 | 99% |
| Returns for 10 years | 33.43 | 70.80 | 47% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SVAL | 30.40 | 0.51 | +1.72% |
| iShares US Small Cap Value Factor ETF | |||
| VGK | 77.65 | 0.21 | +0.27% |
| Vanguard FTSE Europe ETF | |||
| EDD | 5.10 | N/A | N/A |
| Morgan Stanley Emerging Markets Domestic Debt Fund | |||
| USML | 41.85 | N/A | N/A |
| ETRACS 2x Lvrgd MSCI US Mn Vl Fct TR ETN | |||
| VTC | 75.66 | -0.41 | -0.54% |
| Vanguard Total Corporate Bond ETF | |||