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AEGFX vs CCWIX
AEGFX vs CCWIX Comparison
Open Charts AEGFX vs CCWIX
American Funds EUPAC F1
Price$63.87
Change+$0.24 (+0.38%)
VolumeN/A
Net Assets136.84B
Baird Chautauqua International Gr Instl
Price$22.72
Change+$0.24 (+1.07%)
VolumeN/A
Net Assets1.5B
AEGFX vs CCWIX Comparison Chart in %
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AEGFX vs. CCWIX commentary
Sep 19, 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 Hold and CCWIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. CCWIX (1.5B). AEGFX pays higher dividends than CCWIX: AEGFX (0.66) vs CCWIX (0.53). AEGFX was incepted earlier than CCWIX: AEGFX (25 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 : 19.60 vs. AEGFX (11.04). CCWIX return over 5 years is better than : 55.68 vs. AEGFX (14.32).
| AEGFX | CCWIX | AEGFX / CCWIX | |
| Total Expense Ratio | 0.86 | 0.80 | 108% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 19.473 | 18.942 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.5B | 9,115% |
| Annual Yield % from dividends | 0.66 | 0.53 | 123% |
| Returns for 1 year | 11.04 | 19.60 | 56% |
| Returns for 3 years | 40.03 | 54.65 | 73% |
| Returns for 5 years | 14.32 | 55.68 | 26% |
| Returns for 10 years | 44.35 | N/A | - |
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