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BILPX vs WCERX
BILPX vs WCERX Comparison Chart
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BILPX vs. WCERX commentary
Dec 19, 2024
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 Hold and WCERX is a Hold.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.75B vs. WCERX (137M). BILPX pays higher dividends than WCERX: BILPX (1.97) vs WCERX (0.00). BILPX was incepted earlier than WCERX: BILPX (17 years) vs WCERX (8 years). WCERX is a more actively managed with annual turnover of: 295.00 vs. BILPX (33.00). WCERX has a lower initial minimum investment than BILPX: WCERX (2500) vs BILPX (2000000). BILPX (2.61) and WCERX (2.59) have marching annual gain over last year. WCERX (6.36) and BILPX (6.20) have equivalent 5 years return.
| BILPX | WCERX | BILPX / WCERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 2.102 | 2.212 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.75B | 137M | 3,470% |
| Annual Yield % from dividends | 1.97 | 0.00 | - |
| Returns for 1 year | 2.61 | 2.59 | 101% |
| Returns for 3 years | 6.85 | 2.17 | 316% |
| Returns for 5 years | 6.20 | 6.36 | 97% |
| Returns for 10 years | -29.52 | N/A | - |
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