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AEGFX vs CCWIX
AEGFX vs CCWIX Comparison
Open Charts AEGFX vs CCWIX
American Funds EUPAC F1
Price$61.20
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets134.33B
Baird Chautauqua International Gr Instl
Price$21.29
Change-$0.09 (-0.42%)
VolumeN/A
Net Assets1.42B
AEGFX vs CCWIX Comparison Chart in %
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AEGFX vs. CCWIX commentary
Aug 10, 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 AEGFX is a Buy and CCWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. CCWIX (1.42B). AEGFX pays higher dividends than CCWIX: AEGFX (0.68) vs CCWIX (0.55). AEGFX was incepted earlier than CCWIX: AEGFX (24 years) vs CCWIX (9 years). AEGFX (0.86) and CCWIX (0.84) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 35.00 vs. CCWIX (18.00). AEGFX has a lower initial minimum investment than CCWIX: AEGFX (250) vs CCWIX (10000). CCWIX annual gain was more profitable for investors over the last year : 20.78 vs. AEGFX (10.61). CCWIX return over 5 years is better than : 53.37 vs. AEGFX (12.17).
| AEGFX | CCWIX | AEGFX / CCWIX | |
| Total Expense Ratio | 0.86 | 0.80 | 108% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 14.478 | 13.122 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.42B | 9,410% |
| Annual Yield % from dividends | 0.68 | 0.55 | 124% |
| Returns for 1 year | 10.61 | 20.78 | 51% |
| Returns for 3 years | 26.03 | 37.18 | 70% |
| Returns for 5 years | 12.17 | 53.37 | 23% |
| Returns for 10 years | 28.29 | N/A | - |
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