Interact to see
Advertisement
Advertisement
AEPFX vs WILNX
AEPFX vs WILNX Comparison
Open Charts AEPFX vs WILNX
AEPFX vs WILNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. WILNX commentary
Jun 24, 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. WILNX (1.24B). AEPFX pays higher dividends than WILNX: AEPFX (2.64) vs WILNX (0.85). 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 : 20.51 vs. AEPFX (10.87). WILNX return over 5 years is better than : 7.58 vs. AEPFX (-3.20).
| 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 | 4.076 | 16.750 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.24B | 11,514% |
| Annual Yield % from dividends | 2.64 | 0.85 | 311% |
| Returns for 1 year | 10.87 | 20.51 | 53% |
| Returns for 3 years | 24.32 | 37.13 | 65% |
| Returns for 5 years | -3.20 | 7.58 | -42% |
| Returns for 10 years | 66.65 | 115.76 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement