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AEGFX vs WCMIX
AEGFX vs WCMIX Comparison
Open Charts AEGFX vs WCMIX
AEGFX vs WCMIX Comparison Chart in %
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AEGFX vs. WCMIX commentary
Jul 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 WCMIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 141B vs. WCMIX (21.7B). AEGFX pays higher dividends than WCMIX: AEGFX (2.53) vs WCMIX (0.71). AEGFX was incepted earlier than WCMIX: AEGFX (25 years) vs WCMIX (15 years). WCMIX (1.05) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. WCMIX (23.00). AEGFX has a lower initial minimum investment than WCMIX: AEGFX (250) vs WCMIX (100000). WCMIX annual gain was more profitable for investors over the last year : 4.58 vs. AEGFX (2.28). WCMIX return over 5 years is better than : 0.12 vs. AEGFX (-6.65).
| AEGFX | WCMIX | AEGFX / WCMIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 1.646 | 11.777 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 21.7B | 650% |
| Annual Yield % from dividends | 2.53 | 0.71 | 356% |
| Returns for 1 year | 2.28 | 4.58 | 50% |
| Returns for 3 years | 16.13 | 24.29 | 66% |
| Returns for 5 years | -6.65 | 0.12 | -5,754% |
| Returns for 10 years | 43.70 | 117.48 | 37% |
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