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AEPFX vs WILNX
AEPFX vs WILNX Comparison
Open Charts AEPFX vs WILNX
AEPFX vs WILNX Comparison Chart in %
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AEPFX vs. WILNX 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. WILNX (1.19B). AEPFX pays higher dividends than WILNX: AEPFX (2.64) vs WILNX (0.86). AEPFX was incepted earlier than WILNX: AEPFX (18 years) vs WILNX (14 years). WILNX (1.27) is less costly to investors than AEPFX (0.59). WILNX is a more actively managed with annual turnover of: 91.00 vs. AEPFX (50.00). 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 : 10.35 vs. AEPFX (4.84). AEPFX return over 5 years is better than : -2.16 vs. WILNX (-3.48).
| AEPFX | WILNX | AEPFX / WILNX | |
| Total Expense Ratio | 0.59 | 1.15 | 51% |
| Annual Report Gross Expense Ratio | 0.59 | 1.27 | 46% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 7.092 | 13.784 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.64 | 0.86 | 309% |
| Returns for 1 year | 4.84 | 10.35 | 47% |
| Returns for 3 years | 29.39 | 40.63 | 72% |
| Returns for 5 years | -2.16 | -3.48 | 62% |
| Returns for 10 years | 56.42 | 92.70 | 61% |
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