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BILPX vs WCERX
BILPX vs WCERX Comparison Chart
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BILPX vs. WCERX commentary
Apr 25, 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: 4.49B vs. WCERX (131M). WCERX pays higher dividends than BILPX: WCERX (3.80) vs BILPX (1.55). 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: 295.00 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 : 3.11 vs. WCERX (1.89). WCERX return over 5 years is better than : 18.64 vs. BILPX (12.63).
| BILPX | WCERX | BILPX / WCERX | |
| Total Expense Ratio | 1.29 | 1.83 | 70% |
| Annual Report Gross Expense Ratio | 1.37 | 1.95 | 70% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 1.300 | 0.764 | 170% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 131M | 3,428% |
| Annual Yield % from dividends | 1.55 | 3.80 | 41% |
| Returns for 1 year | 3.11 | 1.89 | 165% |
| Returns for 3 years | 7.37 | 4.11 | 179% |
| Returns for 5 years | 12.63 | 18.64 | 68% |
| Returns for 10 years | -29.36 | N/A | - |
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