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AEPGX vs WAISX
AEPGX vs WAISX Comparison
Open Charts AEPGX vs WAISX
AEPGX vs WAISX Comparison Chart in %
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AEPGX vs. WAISX commentary
Jun 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 Hold and WAISX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. WAISX (3.92M). AEPGX pays higher dividends than WAISX: AEPGX (2.47) vs WAISX (0.00). AEPGX was incepted earlier than WAISX: AEPGX (42 years) vs WAISX (7 years). WAISX (3.96) is less costly to investors than AEPGX (0.83). WAISX is a more actively managed with annual turnover of: 57.00 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than WAISX: AEPGX (250) vs WAISX (2000). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. WAISX (-7.51). AEPGX return over 5 years is better than : -1.55 vs. WAISX (-6.40).
| AEPGX | WAISX | AEPGX / WAISX | |
| Total Expense Ratio | 0.83 | 1.30 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 3.96 | 21% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 11.585 | 1.994 | 581% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.92M | 3,495,790% |
| Annual Yield % from dividends | 2.47 | 0.00 | - |
| Returns for 1 year | 14.87 | -7.51 | -198% |
| Returns for 3 years | 32.29 | 19.18 | 168% |
| Returns for 5 years | -1.55 | -6.40 | 24% |
| Returns for 10 years | 60.12 | N/A | - |
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