AEPGX
Price
$64.78
Change
+$0.52 (+0.81%)
Updated
Jun 22 closing price
Net Assets
143.2B
WILJX
Price
$26.25
Change
+$0.43 (+1.67%)
Updated
Jun 22 closing price
Net Assets
1.24B
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AEPGX vs WILJX

AEPGX vs WILJX Comparison Chart in %
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AEPGX vs. WILJX 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 WILJX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. WILJX (1.24B). AEPGX pays higher dividends than WILJX: AEPGX (2.47) vs WILJX (1.13). 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 : 20.92 vs. AEPGX (10.63). WILJX return over 5 years is better than : 9.24 vs. AEPGX (-5.44).
AEPGXWILJXAEPGX / WILJX
Total Expense Ratio0.830.8598%
Annual Report Gross Expense Ratio0.830.9191%
Fund Existence42 years14 years-
Gain YTD3.96616.88523%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets143B1.24B11,514%
Annual Yield % from dividends2.471.13219%
Returns for 1 year10.6320.9251%
Returns for 3 years23.4338.4061%
Returns for 5 years-5.449.24-59%
Returns for 10 years57.75122.7647%
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