Interact to see
Advertisement
Advertisement
AEPGX vs WILNX
AEPGX vs WILNX Comparison
Open Charts AEPGX vs WILNX
AEPGX vs WILNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. WILNX commentary
Sep 13, 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. WILNX (1.19B). AEPGX pays higher dividends than WILNX: AEPGX (2.48) vs WILNX (0.86). AEPGX was incepted earlier than WILNX: AEPGX (42 years) vs WILNX (14 years). WILNX (1.27) is less costly to investors than AEPGX (0.83). WILNX is a more actively managed with annual turnover of: 91.00 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than WILNX: AEPGX (250) vs WILNX (2500). WILNX annual gain was more profitable for investors over the last year : 10.35 vs. AEPGX (4.61). WILNX return over 5 years is better than : -3.48 vs. AEPGX (-4.41).
| AEPGX | WILNX | AEPGX / WILNX | |
| Total Expense Ratio | 0.83 | 1.15 | 72% |
| Annual Report Gross Expense Ratio | 0.83 | 1.27 | 65% |
| Fund Existence | 42 years | 14 years | - |
| Gain YTD | 6.924 | 13.784 | 50% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.19B | 11,785% |
| Annual Yield % from dividends | 2.48 | 0.86 | 290% |
| Returns for 1 year | 4.61 | 10.35 | 45% |
| Returns for 3 years | 28.47 | 40.63 | 70% |
| Returns for 5 years | -4.41 | -3.48 | 127% |
| Returns for 10 years | 48.08 | 92.70 | 52% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement