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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
Aug 19, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. WCMIX (22.8B). AEPGX pays higher dividends than WCMIX: AEPGX (2.56) vs WCMIX (0.73). 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 : 10.94 vs. AEPGX (6.42). WCMIX return over 5 years is better than : 5.43 vs. AEPGX (-0.09).
| 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 | 6.677 | 18.087 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.8B | 601% |
| Annual Yield % from dividends | 2.56 | 0.73 | 351% |
| Returns for 1 year | 6.42 | 10.94 | 59% |
| Returns for 3 years | 29.17 | 39.91 | 73% |
| Returns for 5 years | -0.09 | 5.43 | -2% |
| Returns for 10 years | 46.83 | 127.33 | 37% |
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