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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
Sep 13, 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 Buy and WCMRX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 140B vs. WCMRX (21.5B). AEGFX pays higher dividends than WCMRX: AEGFX (2.48) vs WCMRX (0.51). AEGFX was incepted earlier than WCMRX: AEGFX (26 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). AEGFX annual gain was more profitable for investors over the last year : 4.48 vs. WCMRX (2.39). AEGFX return over 5 years is better than : -4.67 vs. WCMRX (-6.46).
| AEGFX | WCMRX | AEGFX / WCMRX | |
| Total Expense Ratio | 0.86 | 1.30 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.30 | 66% |
| Fund Existence | 26 years | 15 years | - |
| Gain YTD | 6.848 | 11.325 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 21.5B | 651% |
| Annual Yield % from dividends | 2.48 | 0.51 | 482% |
| Returns for 1 year | 4.48 | 2.39 | 188% |
| Returns for 3 years | 28.19 | 30.92 | 91% |
| Returns for 5 years | -4.67 | -6.46 | 72% |
| Returns for 10 years | 47.63 | 115.77 | 41% |
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