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AEPGX vs WILJX
AEPGX vs WILJX Comparison
Open Charts AEPGX vs WILJX
AEPGX vs WILJX Comparison Chart in %
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AEPGX vs. WILJX 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 WILJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. WILJX (1.17B). AEPGX pays higher dividends than WILJX: AEPGX (2.56) vs WILJX (1.16). AEPGX was incepted earlier than WILJX: AEPGX (42 years) vs WILJX (14 years). WILJX (0.91) is less costly to investors than AEPGX (0.83). WILJX is a more actively managed with annual turnover of: 91.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than WILJX: AEPGX (250) vs WILJX (1000000). WILJX annual gain was more profitable for investors over the last year : 14.54 vs. AEPGX (8.28). WILJX return over 5 years is better than : 2.52 vs. AEPGX (-3.18).
| AEPGX | WILJX | AEPGX / WILJX | |
| Total Expense Ratio | 0.83 | 0.85 | 98% |
| Annual Report Gross Expense Ratio | 0.83 | 0.91 | 91% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 3.933 | 12.766 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.17B | 12,072% |
| Annual Yield % from dividends | 2.56 | 1.16 | 220% |
| Returns for 1 year | 8.28 | 14.54 | 57% |
| Returns for 3 years | 18.54 | 31.66 | 59% |
| Returns for 5 years | -3.18 | 2.52 | -126% |
| Returns for 10 years | 46.68 | 100.99 | 46% |
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