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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
Sep 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 StrongBuy and CCWIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. CCWIX (1.23B). AEGFX pays higher dividends than CCWIX: AEGFX (2.48) vs CCWIX (0.78). 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 : 7.35 vs. CCWIX (4.55). CCWIX return over 5 years is better than : 15.62 vs. AEGFX (-6.31).
| 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 | 5.884 | 2.121 | 277% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.23B | 11,102% |
| Annual Yield % from dividends | 2.48 | 0.78 | 318% |
| Returns for 1 year | 7.35 | 4.55 | 162% |
| Returns for 3 years | 24.72 | 39.81 | 62% |
| Returns for 5 years | -6.31 | 15.62 | -40% |
| Returns for 10 years | 43.90 | 126.37 | 35% |
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