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BILPX vs WCERX
BILPX vs WCERX Comparison Chart in %
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BILPX vs. WCERX commentary
Nov 14, 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 Hold and WCERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BILPX has more cash in the bank: 4.76B vs. WCERX (131M). BILPX pays higher dividends than WCERX: BILPX (4.19) vs WCERX (3.62). 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 : 6.37 vs. WCERX (5.13). WCERX (14.79) and BILPX (14.27) have equivalent 5 years return.
| 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 | 7.121 | 7.450 | 96% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 2000000 | 2500 | 80,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 131M | 3,630% |
| Annual Yield % from dividends | 4.19 | 3.62 | 116% |
| Returns for 1 year | 6.37 | 5.13 | 124% |
| Returns for 3 years | 13.77 | 14.50 | 95% |
| Returns for 5 years | 14.27 | 14.79 | 96% |
| Returns for 10 years | 26.40 | N/A | - |
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