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AEGFX vs WCMRX
AEGFX vs WCMRX Comparison
Open Charts AEGFX vs WCMRX
AEGFX vs WCMRX Comparison Chart in %
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AEGFX vs. WCMRX commentary
Aug 23, 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 StrongBuy and WCMRX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. WCMRX (22.5B). AEGFX pays higher dividends than WCMRX: AEGFX (2.55) vs WCMRX (0.52). AEGFX was incepted earlier than WCMRX: AEGFX (25 years) vs WCMRX (15 years). WCMRX (1.30) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 50.00 vs. WCMRX (23.00). AEGFX has a lower initial minimum investment than WCMRX: AEGFX (250) vs WCMRX (1000). WCMRX annual gain was more profitable for investors over the last year : 10.48 vs. AEGFX (8.55). WCMRX return over 5 years is better than : 1.91 vs. AEGFX (0.76).
| AEGFX | WCMRX | AEGFX / WCMRX | |
| Total Expense Ratio | 0.86 | 1.30 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.30 | 66% |
| Fund Existence | 25 years | 15 years | - |
| Gain YTD | 7.962 | 16.353 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 22.5B | 609% |
| Annual Yield % from dividends | 2.55 | 0.52 | 494% |
| Returns for 1 year | 8.55 | 10.48 | 82% |
| Returns for 3 years | 30.02 | 36.18 | 83% |
| Returns for 5 years | 0.76 | 1.91 | 40% |
| Returns for 10 years | 47.56 | 118.51 | 40% |
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