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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 04, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. WCMRX (21.8B). 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: 35.00 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 : 15.96 vs. WCMRX (5.87). WCMRX return over 5 years is better than : 3.39 vs. AEPGX (-1.65).
| 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 | 12.180 | 11.243 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 21.8B | 628% |
| Annual Yield % from dividends | 2.47 | 0.52 | 476% |
| Returns for 1 year | 15.96 | 5.87 | 272% |
| Returns for 3 years | 33.00 | 25.08 | 132% |
| Returns for 5 years | -1.65 | 3.39 | -49% |
| Returns for 10 years | 60.98 | 119.74 | 51% |
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