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AEPGX vs WILIX
AEPGX vs WILIX Comparison
Open Charts AEPGX vs WILIX
AEPGX vs WILIX Comparison Chart in %
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AEPGX vs. WILIX commentary
Sep 12, 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: 140B vs. WILIX (1.19B). AEPGX pays higher dividends than WILIX: AEPGX (2.48) vs WILIX (1.10). 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 : 10.71 vs. AEPGX (4.61). WILIX return over 5 years is better than : -2.17 vs. AEPGX (-4.41).
| 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 | 6.924 | 14.001 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.48 | 1.10 | 226% |
| Returns for 1 year | 4.61 | 10.71 | 43% |
| Returns for 3 years | 28.47 | 41.79 | 68% |
| Returns for 5 years | -4.41 | -2.17 | 203% |
| Returns for 10 years | 48.08 | 97.85 | 49% |
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