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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
Jun 24, 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 WCMRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. WCMRX (22.6B). AEPGX pays higher dividends than WCMRX: AEPGX (2.47) vs WCMRX (0.52). 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 (10.63) and WCMRX (10.41) have marching annual gain over last year. WCMRX return over 5 years is better than : 3.84 vs. AEPGX (-5.44).
| 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 | 3.966 | 15.740 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 22.6B | 633% |
| Annual Yield % from dividends | 2.47 | 0.52 | 476% |
| Returns for 1 year | 10.63 | 10.41 | 102% |
| Returns for 3 years | 23.43 | 31.76 | 74% |
| Returns for 5 years | -5.44 | 3.84 | -142% |
| Returns for 10 years | 57.75 | 137.32 | 42% |
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