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AEPGX vs WCMIX
AEPGX vs WCMIX Comparison
Open Charts AEPGX vs WCMIX
AEPGX vs WCMIX Comparison Chart in %
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AEPGX vs. WCMIX commentary
Jul 25, 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 WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. WCMIX (21.7B). AEPGX pays higher dividends than WCMIX: AEPGX (2.53) vs WCMIX (0.71). AEPGX was incepted earlier than WCMIX: AEPGX (42 years) vs WCMIX (15 years). WCMIX (1.05) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. WCMIX (23.00). AEPGX has a lower initial minimum investment than WCMIX: AEPGX (250) vs WCMIX (100000). WCMIX annual gain was more profitable for investors over the last year : 4.58 vs. AEPGX (2.41). WCMIX return over 5 years is better than : 0.12 vs. AEPGX (-6.41).
| AEPGX | WCMIX | AEPGX / WCMIX | |
| Total Expense Ratio | 0.83 | 1.05 | 79% |
| Annual Report Gross Expense Ratio | 0.83 | 1.05 | 79% |
| Fund Existence | 42 years | 15 years | - |
| Gain YTD | 1.702 | 11.777 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 21.7B | 650% |
| Annual Yield % from dividends | 2.53 | 0.71 | 357% |
| Returns for 1 year | 2.41 | 4.58 | 53% |
| Returns for 3 years | 16.37 | 24.29 | 67% |
| Returns for 5 years | -6.41 | 0.12 | -5,548% |
| Returns for 10 years | 44.13 | 117.48 | 38% |
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