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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
Jul 14, 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 WBIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. WBIRX (1.13B). AEPGX pays higher dividends than WBIRX: AEPGX (2.53) vs WBIRX (1.19). 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 : 5.55 vs. WBIRX (2.19). AEPGX return over 5 years is better than : -5.69 vs. WBIRX (-26.17).
| 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 | 2.578 | 13.959 | 18% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.13B | 12,511% |
| Annual Yield % from dividends | 2.53 | 1.19 | 213% |
| Returns for 1 year | 5.55 | 2.19 | 254% |
| Returns for 3 years | 16.83 | 10.06 | 167% |
| Returns for 5 years | -5.69 | -26.17 | 22% |
| Returns for 10 years | 45.72 | N/A | - |
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