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BILPX vs WCERX
BILPX vs WCERX Comparison Chart in %
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BILPX vs. WCERX commentary
Jul 06, 2025
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 BILPX is a Buy and WCERX is a Buy.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.58B vs. WCERX (134M). WCERX pays higher dividends than BILPX: WCERX (3.72) vs BILPX (1.50). BILPX was incepted earlier than WCERX: BILPX (18 years) vs WCERX (8 years). WCERX (1.95) is less costly to investors than BILPX (1.37). WCERX is a more actively managed with annual turnover of: 210.00 vs. BILPX (32.00). WCERX has a lower initial minimum investment than BILPX: WCERX (2500) vs BILPX (2000000). BILPX annual gain was more profitable for investors over the last year : 6.95 vs. WCERX (3.91). WCERX return over 5 years is better than : 17.39 vs. BILPX (14.15).
| BILPX | WCERX | BILPX / WCERX | |
| Total Expense Ratio | 1.29 | 1.85 | 70% |
| Annual Report Gross Expense Ratio | 1.37 | 1.95 | 70% |
| Fund Existence | 18 years | 8 years | - |
| Gain YTD | 5.600 | 4.489 | 125% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 134M | 3,416% |
| Annual Yield % from dividends | 1.50 | 3.72 | 40% |
| Returns for 1 year | 6.95 | 3.91 | 178% |
| Returns for 3 years | 13.65 | 13.34 | 102% |
| Returns for 5 years | 14.15 | 17.39 | 81% |
| Returns for 10 years | -25.09 | N/A | - |
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