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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
Jul 14, 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: 141B vs. WILNX (1.16B). AEPFX pays higher dividends than WILNX: AEPFX (2.70) 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 : 13.81 vs. AEPFX (5.78). WILNX return over 5 years is better than : 2.97 vs. AEPFX (-3.46).
| 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 | 2.701 | 13.601 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.16B | 12,113% |
| Annual Yield % from dividends | 2.70 | 0.85 | 319% |
| Returns for 1 year | 5.78 | 13.81 | 42% |
| Returns for 3 years | 17.67 | 29.00 | 61% |
| Returns for 5 years | -3.46 | 2.97 | -117% |
| Returns for 10 years | 53.95 | 100.09 | 54% |
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