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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
Aug 23, 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 StrongBuy and WILNX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. WILNX (1.21B). AEPFX pays higher dividends than WILNX: AEPFX (2.72) vs WILNX (0.87). 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 : 15.33 vs. AEPFX (8.91). WILNX return over 5 years is better than : 3.89 vs. AEPFX (3.40).
| 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 | 8.169 | 16.157 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.21B | 11,313% |
| Annual Yield % from dividends | 2.72 | 0.87 | 312% |
| Returns for 1 year | 8.91 | 15.33 | 58% |
| Returns for 3 years | 31.21 | 43.00 | 73% |
| Returns for 5 years | 3.40 | 3.89 | 87% |
| Returns for 10 years | 56.30 | 94.56 | 60% |
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