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AEPGX vs VWIGX
AEPGX vs VWIGX Comparison
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AEPGX vs VWIGX Comparison Chart in %
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AEPGX vs. VWIGX commentary
Jul 22, 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.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. VWIGX (44B). AEPGX pays higher dividends than VWIGX: AEPGX (2.53) vs VWIGX (1.00). 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: 50.00 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 : 3.98 vs. VWIGX (1.22). AEPGX return over 5 years is better than : -5.88 vs. VWIGX (-29.26).
| AEPGX | VWIGX | AEPGX / VWIGX | |
| Total Expense Ratio | 0.83 | 0.38 | 218% |
| Annual Report Gross Expense Ratio | 0.83 | 0.38 | 218% |
| Fund Existence | 42 years | 45 years | - |
| Gain YTD | 1.355 | 4.321 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 50000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 44B | 320% |
| Annual Yield % from dividends | 2.53 | 1.00 | 252% |
| Returns for 1 year | 3.98 | 1.22 | 327% |
| Returns for 3 years | 16.20 | 12.95 | 125% |
| Returns for 5 years | -5.88 | -29.26 | 20% |
| Returns for 10 years | 43.89 | 75.38 | 58% |
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