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AEPGX vs WILNX
AEPGX vs WILNX Comparison
Open Charts AEPGX vs WILNX
AEPGX vs WILNX Comparison Chart in %
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AEPGX vs. WILNX commentary
Jul 14, 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 WILNX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. WILNX (1.16B). AEPGX pays higher dividends than WILNX: AEPGX (2.53) vs WILNX (0.85). 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 : 13.81 vs. AEPGX (5.55). WILNX return over 5 years is better than : 2.97 vs. AEPGX (-5.69).
| 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 | 2.578 | 13.601 | 19% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.16B | 12,113% |
| Annual Yield % from dividends | 2.53 | 0.85 | 299% |
| Returns for 1 year | 5.55 | 13.81 | 40% |
| Returns for 3 years | 16.83 | 29.00 | 58% |
| Returns for 5 years | -5.69 | 2.97 | -192% |
| Returns for 10 years | 45.72 | 100.09 | 46% |
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