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AEPGX vs WCMRX
AEPGX vs WCMRX Comparison
Open Charts AEPGX vs WCMRX
AEPGX vs WCMRX Comparison Chart in %
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AEPGX vs. WCMRX commentary
Sep 13, 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 WCMRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. WCMRX (21.5B). AEPGX pays higher dividends than WCMRX: AEPGX (2.48) vs WCMRX (0.51). AEPGX was incepted earlier than WCMRX: AEPGX (42 years) vs WCMRX (15 years). WCMRX (1.30) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. WCMRX (23.00). AEPGX has a lower initial minimum investment than WCMRX: AEPGX (250) vs WCMRX (1000). AEPGX annual gain was more profitable for investors over the last year : 4.61 vs. WCMRX (2.39). AEPGX return over 5 years is better than : -4.41 vs. WCMRX (-6.46).
| AEPGX | WCMRX | AEPGX / WCMRX | |
| Total Expense Ratio | 0.83 | 1.30 | 64% |
| Annual Report Gross Expense Ratio | 0.83 | 1.30 | 64% |
| Fund Existence | 42 years | 15 years | - |
| Gain YTD | 6.924 | 11.325 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 21.5B | 651% |
| Annual Yield % from dividends | 2.48 | 0.51 | 483% |
| Returns for 1 year | 4.61 | 2.39 | 193% |
| Returns for 3 years | 28.47 | 30.92 | 92% |
| Returns for 5 years | -4.41 | -6.46 | 68% |
| Returns for 10 years | 48.08 | 115.77 | 42% |
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