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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
Aug 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. CCWIX (1.31B). AEGFX pays higher dividends than CCWIX: AEGFX (2.55) vs CCWIX (0.82). 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 : 7.34 vs. CCWIX (6.86). CCWIX return over 5 years is better than : 22.67 vs. AEGFX (-2.79).
| 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 | 7.347 | 4.287 | 171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.31B | 10,458% |
| Annual Yield % from dividends | 2.55 | 0.82 | 310% |
| Returns for 1 year | 7.34 | 6.86 | 107% |
| Returns for 3 years | 25.68 | 39.30 | 65% |
| Returns for 5 years | -2.79 | 22.67 | -12% |
| Returns for 10 years | 46.69 | 133.16 | 35% |
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