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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
Sep 09, 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 (21.9B). AEPGX pays higher dividends than WCMIX: AEPGX (2.48) vs WCMIX (0.72). 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). AEPGX annual gain was more profitable for investors over the last year : 7.92 vs. WCMIX (6.59). AEPGX return over 5 years is better than : -3.14 vs. WCMIX (-3.52).
| 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 | 8.561 | 13.666 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 21.9B | 626% |
| Annual Yield % from dividends | 2.48 | 0.72 | 343% |
| Returns for 1 year | 7.92 | 6.59 | 120% |
| Returns for 3 years | 30.56 | 34.80 | 88% |
| Returns for 5 years | -3.14 | -3.52 | 89% |
| Returns for 10 years | 48.26 | 125.10 | 39% |
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