AEPGX
Price
$67.62
Change
+$0.28 (+0.42%)
Updated
Jun 4 closing price
Net Assets
136.57B
VWIGX
Price
$37.80
Change
+$0.22 (+0.59%)
Updated
Jun 4 closing price
Net Assets
44.4B
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AEPGX vs VWIGX

Header iconAEPGX vs VWIGX Comparison
Open Charts AEPGX vs VWIGXBanner chart's image
AEPGX vs VWIGX Comparison Chart in %
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AEPGX vs. VWIGX commentary
Jun 05, 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 AEPGX is a Hold and VWIGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. VWIGX (44.4B). AEPGX pays higher dividends than VWIGX: AEPGX (2.47) vs VWIGX (1.01). AEPGX was incepted earlier than VWIGX: AEPGX (42 years) vs VWIGX (45 years). AEPGX (0.83) is less costly to investors than VWIGX (0.38). AEPGX is a more actively managed with annual turnover of: 35.00 vs. VWIGX (23.00). AEPGX has a lower initial minimum investment than VWIGX: AEPGX (250) vs VWIGX (50000). AEPGX annual gain was more profitable for investors over the last year : 14.74 vs. VWIGX (3.98). AEPGX return over 5 years is better than : -2.03 vs. VWIGX (-27.91).
AEPGXVWIGXAEPGX / VWIGX
Total Expense Ratio0.830.38218%
Annual Report Gross Expense Ratio0.830.38218%
Fund Existence42 years45 years-
Gain YTD11.7504.767246%
Front Load6%N/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets137B44.4B309%
Annual Yield % from dividends2.471.01245%
Returns for 1 year14.743.98370%
Returns for 3 years32.8118.35179%
Returns for 5 years-2.03-27.917%
Returns for 10 years59.8078.7876%
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