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AEGFX vs CCWIX
AEGFX vs CCWIX Comparison
Open Charts AEGFX vs CCWIX
AEGFX vs CCWIX Comparison Chart in %
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AEGFX vs. CCWIX commentary
Jul 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 AEGFX is a Buy and CCWIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. CCWIX (1.3B). AEGFX pays higher dividends than CCWIX: AEGFX (2.53) vs CCWIX (0.84). AEGFX was incepted earlier than CCWIX: AEGFX (25 years) vs CCWIX (10 years). AEGFX (0.86) and CCWIX (0.82) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 50.00 vs. CCWIX (17.00). AEGFX has a lower initial minimum investment than CCWIX: AEGFX (250) vs CCWIX (10000). AEGFX annual gain was more profitable for investors over the last year : 6.79 vs. CCWIX (1.18). CCWIX return over 5 years is better than : 16.20 vs. AEGFX (-4.97).
| AEGFX | CCWIX | AEGFX / CCWIX | |
| Total Expense Ratio | 0.86 | 0.80 | 108% |
| Annual Report Gross Expense Ratio | 0.86 | 0.82 | 105% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 4.039 | -3.926 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.3B | 11,008% |
| Annual Yield % from dividends | 2.53 | 0.84 | 302% |
| Returns for 1 year | 6.79 | 1.18 | 573% |
| Returns for 3 years | 21.51 | 27.12 | 79% |
| Returns for 5 years | -4.97 | 16.20 | -31% |
| Returns for 10 years | 52.56 | 128.50 | 41% |
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