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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
AEGFX vs CWVIX Comparison Chart in %
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AEGFX vs. CWVIX 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 CWVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. CWVIX (828M). AEGFX pays higher dividends than CWVIX: AEGFX (2.55) vs CWVIX (1.05). AEGFX was incepted earlier than CWVIX: AEGFX (25 years) vs CWVIX (27 years). CWVIX (0.96) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. CWVIX (29.00). AEGFX has a lower initial minimum investment than CWVIX: AEGFX (250) vs CWVIX (1000000). CWVIX annual gain was more profitable for investors over the last year : 15.34 vs. AEGFX (7.34). CWVIX return over 5 years is better than : 15.40 vs. AEGFX (-2.79).
| AEGFX | CWVIX | AEGFX / CWVIX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.96 | 90% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 7.347 | 13.282 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 828M | 16,546% |
| Annual Yield % from dividends | 2.55 | 1.05 | 242% |
| Returns for 1 year | 7.34 | 15.34 | 48% |
| Returns for 3 years | 25.68 | 37.99 | 68% |
| Returns for 5 years | -2.79 | 15.40 | -18% |
| Returns for 10 years | 46.69 | 109.68 | 43% |
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