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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
Jun 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 Hold and WILJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. WILJX (1.21B). 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 (35.00). 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 : 19.40 vs. AEPGX (14.87). WILJX return over 5 years is better than : 9.44 vs. AEPGX (-1.55).
| 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 | 11.585 | 16.433 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.21B | 11,285% |
| Annual Yield % from dividends | 2.47 | 1.13 | 219% |
| Returns for 1 year | 14.87 | 19.40 | 77% |
| Returns for 3 years | 32.29 | 37.29 | 87% |
| Returns for 5 years | -1.55 | 9.44 | -16% |
| Returns for 10 years | 60.12 | 111.02 | 54% |
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