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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
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. WCMIX (21.9B). AEGFX pays higher dividends than WCMIX: AEGFX (2.48) vs WCMIX (0.72). AEGFX was incepted earlier than WCMIX: AEGFX (26 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). AEGFX annual gain was more profitable for investors over the last year : 7.79 vs. WCMIX (6.59). AEGFX (-3.39) and WCMIX (-3.52) have equivalent 5 years return.
| AEGFX | WCMIX | AEGFX / WCMIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 8.494 | 13.666 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 21.9B | 626% |
| Annual Yield % from dividends | 2.48 | 0.72 | 342% |
| Returns for 1 year | 7.79 | 6.59 | 118% |
| Returns for 3 years | 30.29 | 34.80 | 87% |
| Returns for 5 years | -3.39 | -3.52 | 96% |
| Returns for 10 years | 47.85 | 125.10 | 38% |
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