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BILPX vs WCERX
BILPX vs WCERX Comparison Chart
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BILPX vs. WCERX commentary
Jun 07, 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 (133M). WCERX pays higher dividends than BILPX: WCERX (3.75) vs BILPX (1.51). BILPX was incepted earlier than WCERX: BILPX (17 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 : 5.73 vs. WCERX (4.11). WCERX return over 5 years is better than : 16.10 vs. BILPX (11.82).
| BILPX | WCERX | BILPX / WCERX | |
| Total Expense Ratio | 1.29 | 1.85 | 70% |
| Annual Report Gross Expense Ratio | 1.37 | 1.95 | 70% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 4.500 | 3.438 | 131% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.58B | 133M | 3,445% |
| Annual Yield % from dividends | 1.51 | 3.75 | 40% |
| Returns for 1 year | 5.73 | 4.11 | 140% |
| Returns for 3 years | 11.32 | 9.26 | 122% |
| Returns for 5 years | 11.82 | 16.10 | 73% |
| Returns for 10 years | -26.21 | N/A | - |
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