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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 25, 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 Hold and CCWIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. CCWIX (1.23B). 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 : 3.09 vs. CCWIX (-3.12). CCWIX return over 5 years is better than : 16.48 vs. AEGFX (-5.58).
| 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 | 2.809 | -4.106 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.23B | 11,491% |
| Annual Yield % from dividends | 2.53 | 0.84 | 302% |
| Returns for 1 year | 3.09 | -3.12 | -99% |
| Returns for 3 years | 18.07 | 24.54 | 74% |
| Returns for 5 years | -5.58 | 16.48 | -34% |
| Returns for 10 years | 45.92 | 120.05 | 38% |
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