AEPGX
Price
$64.12
Change
-$0.48 (-0.74%)
Updated
Sep 2 closing price
Net Assets
137.41B
VWIGX
Price
$39.60
Change
+$0.21 (+0.53%)
Updated
Sep 2 closing price
Net Assets
43.48B
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AEPGX vs VWIGX

AEPGX vs VWIGX Comparison Chart in %
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AEPGX vs. VWIGX commentary
Sep 04, 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 StrongBuy and VWIGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. VWIGX (43.5B). AEPGX pays higher dividends than VWIGX: AEPGX (2.48) vs VWIGX (0.96). 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 : 7.49 vs. VWIGX (7.01). AEPGX return over 5 years is better than : -6.06 vs. VWIGX (-29.14).
AEPGXVWIGXAEPGX / VWIGX
Total Expense Ratio0.830.38218%
Annual Report Gross Expense Ratio0.830.38218%
Fund Existence42 years45 years-
Gain YTD5.9669.81361%
Front Load6%N/A-
Min. Initial Investment250500001%
Min. Initial Investment IRAN/AN/A-
Net Assets137B43.5B315%
Annual Yield % from dividends2.480.96259%
Returns for 1 year7.497.01107%
Returns for 3 years25.0225.4798%
Returns for 5 years-6.06-29.1421%
Returns for 10 years44.3275.4359%
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