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BILPX vs WCERX
BILPX vs WCERX Comparison Chart in %
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BILPX vs. WCERX commentary
Feb 04, 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 BILPX is a Hold and WCERX is a Hold.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.73B vs. WCERX (130M). WCERX pays higher dividends than BILPX: WCERX (5.83) vs BILPX (3.47). BILPX was incepted earlier than WCERX: BILPX (18 years) vs WCERX (9 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 (81.00). 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 : 5.87 vs. WCERX (1.95). BILPX return over 5 years is better than : 12.25 vs. WCERX (-0.59).
| 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 | 9 years | - |
| Gain YTD | -0.481 | 0.395 | -122% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 130M | 3,637% |
| Annual Yield % from dividends | 3.47 | 5.83 | 59% |
| Returns for 1 year | 5.87 | 1.95 | 301% |
| Returns for 3 years | 13.29 | 7.16 | 186% |
| Returns for 5 years | 12.25 | -0.59 | -2,059% |
| Returns for 10 years | 32.13 | N/A | - |
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