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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
Jun 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 Hold and CCWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. CCWIX (1.34B). AEGFX pays higher dividends than CCWIX: AEGFX (2.47) vs CCWIX (0.85). 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 : 14.21 vs. CCWIX (-4.04). CCWIX return over 5 years is better than : 11.60 vs. AEGFX (-4.57).
| 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 | 9.791 | -7.040 | -139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.34B | 10,680% |
| Annual Yield % from dividends | 2.47 | 0.85 | 291% |
| Returns for 1 year | 14.21 | -4.04 | -352% |
| Returns for 3 years | 27.22 | 20.87 | 130% |
| Returns for 5 years | -4.57 | 11.60 | -39% |
| Returns for 10 years | 64.70 | 125.67 | 51% |
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