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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
Jul 14, 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: 141B vs. WCMRX (22B). AEGFX pays higher dividends than WCMRX: AEGFX (2.53) vs WCMRX (0.50). 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 : 6.40 vs. AEGFX (5.43). WCMRX return over 5 years is better than : 1.02 vs. AEGFX (-5.92).
| 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 | 2.527 | 12.878 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 22B | 641% |
| Annual Yield % from dividends | 2.53 | 0.50 | 502% |
| Returns for 1 year | 5.43 | 6.40 | 85% |
| Returns for 3 years | 16.61 | 22.82 | 73% |
| Returns for 5 years | -5.92 | 1.02 | -581% |
| Returns for 10 years | 45.30 | 118.44 | 38% |
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