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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
Jun 04, 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 WCMRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. WCMRX (21.8B). AEGFX pays higher dividends than WCMRX: AEGFX (2.47) 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: 35.00 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 : 14.75 vs. WCMRX (5.87). WCMRX return over 5 years is better than : 3.39 vs. AEGFX (-1.79).
| 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 | 11.553 | 11.243 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 21.8B | 628% |
| Annual Yield % from dividends | 2.47 | 0.52 | 474% |
| Returns for 1 year | 14.75 | 5.87 | 251% |
| Returns for 3 years | 32.06 | 25.08 | 128% |
| Returns for 5 years | -1.79 | 3.39 | -53% |
| Returns for 10 years | 59.74 | 119.74 | 50% |
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