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AEPGX vs WBIRX
AEPGX vs WBIRX Comparison
Open Charts AEPGX vs WBIRX
AEPGX vs WBIRX Comparison Chart in %
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AEPGX vs. WBIRX commentary
Aug 03, 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 Buy and WBIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. WBIRX (1.09B). AEPGX pays higher dividends than WBIRX: AEPGX (2.56) vs WBIRX (1.25). AEPGX was incepted earlier than WBIRX: AEPGX (42 years) vs WBIRX (7 years). WBIRX (0.92) is less costly to investors than AEPGX (0.83). WBIRX is a more actively managed with annual turnover of: 77.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than WBIRX: AEPGX (250) vs WBIRX (1000000). AEPGX annual gain was more profitable for investors over the last year : 8.28 vs. WBIRX (0.76). AEPGX return over 5 years is better than : -3.18 vs. WBIRX (-28.33).
| AEPGX | WBIRX | AEPGX / WBIRX | |
| Total Expense Ratio | 0.83 | 0.85 | 98% |
| Annual Report Gross Expense Ratio | 0.83 | 0.92 | 90% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 3.933 | 10.755 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.09B | 12,900% |
| Annual Yield % from dividends | 2.56 | 1.25 | 205% |
| Returns for 1 year | 8.28 | 0.76 | 1,092% |
| Returns for 3 years | 18.54 | 9.02 | 206% |
| Returns for 5 years | -3.18 | -28.33 | 11% |
| Returns for 10 years | 46.68 | N/A | - |
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