Interact to see
Advertisement
Advertisement
AEPGX vs WILIX
AEPGX vs WILIX Comparison
Open Charts AEPGX vs WILIX
AEPGX vs WILIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. WILIX commentary
Aug 03, 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 WILIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. WILIX (1.17B). AEPGX pays higher dividends than WILIX: AEPGX (2.56) vs WILIX (1.12). AEPGX was incepted earlier than WILIX: AEPGX (42 years) vs WILIX (14 years). WILIX (1.03) is less costly to investors than AEPGX (0.83). WILIX is a more actively managed with annual turnover of: 91.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than WILIX: AEPGX (250) vs WILIX (500000). WILIX annual gain was more profitable for investors over the last year : 14.45 vs. AEPGX (8.28). WILIX return over 5 years is better than : 2.24 vs. AEPGX (-3.18).
| AEPGX | WILIX | AEPGX / WILIX | |
| Total Expense Ratio | 0.83 | 0.90 | 92% |
| Annual Report Gross Expense Ratio | 0.83 | 1.03 | 81% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 3.933 | 12.732 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.17B | 12,072% |
| Annual Yield % from dividends | 2.56 | 1.12 | 228% |
| Returns for 1 year | 8.28 | 14.45 | 57% |
| Returns for 3 years | 18.54 | 31.46 | 59% |
| Returns for 5 years | -3.18 | 2.24 | -142% |
| Returns for 10 years | 46.68 | 99.77 | 47% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| WAEMX | 1.93 | 0.02 | +1.05% |
| Wasatch Emerging Markets Small Cap Inv | |||
| HWLIX | 50.08 | -0.13 | -0.26% |
| Hotchkis & Wiley Large Cap Fdml Value I | |||
| VEXRX | 122.04 | -0.34 | -0.28% |
| Vanguard Explorer Adm | |||
| WAAEX | 38.44 | -0.12 | -0.31% |
| Wasatch Small Cap Growth Investor | |||
| PRUAX | 15.38 | -0.06 | -0.39% |
| PGIM Jennison Utility A | |||