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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
Jun 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 CWVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 143B vs. CWVIX (874M). AEGFX pays higher dividends than CWVIX: AEGFX (2.47) vs CWVIX (1.09). 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 : 8.78 vs. AEGFX (7.76). CWVIX return over 5 years is better than : 11.63 vs. AEGFX (-6.63).
| 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 | 3.175 | 6.881 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 874M | 16,362% |
| Annual Yield % from dividends | 2.47 | 1.09 | 226% |
| Returns for 1 year | 7.76 | 8.78 | 88% |
| Returns for 3 years | 22.33 | 28.02 | 80% |
| Returns for 5 years | -6.63 | 11.63 | -57% |
| Returns for 10 years | 56.19 | 113.42 | 50% |
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