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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
Aug 19, 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 (22.8B). AEGFX pays higher dividends than WCMIX: AEGFX (2.55) vs WCMIX (0.73). 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 : 10.94 vs. AEGFX (6.30). WCMIX return over 5 years is better than : 5.43 vs. AEGFX (-0.34).
| 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 | 6.616 | 18.087 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.8B | 601% |
| Annual Yield % from dividends | 2.55 | 0.73 | 350% |
| Returns for 1 year | 6.30 | 10.94 | 58% |
| Returns for 3 years | 28.91 | 39.91 | 72% |
| Returns for 5 years | -0.34 | 5.43 | -6% |
| Returns for 10 years | 46.40 | 127.33 | 36% |
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