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AEPCX vs CCWIX
AEPCX vs CCWIX Comparison
Open Charts AEPCX vs CCWIX
AEPCX vs CCWIX Comparison Chart in %
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AEPCX vs. CCWIX commentary
Sep 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 AEPCX is a StrongBuy and CCWIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. CCWIX (1.23B). AEPCX pays higher dividends than CCWIX: AEPCX (2.07) vs CCWIX (0.78). AEPCX was incepted earlier than CCWIX: AEPCX (25 years) vs CCWIX (10 years). AEPCX (1.58) is less costly to investors than CCWIX (0.82). AEPCX is a more actively managed with annual turnover of: 50.00 vs. CCWIX (17.00). AEPCX has a lower initial minimum investment than CCWIX: AEPCX (250) vs CCWIX (10000). AEPCX annual gain was more profitable for investors over the last year : 5.99 vs. CCWIX (4.55). CCWIX return over 5 years is better than : 15.62 vs. AEPCX (-10.05).
| AEPCX | CCWIX | AEPCX / CCWIX | |
| Total Expense Ratio | 1.58 | 0.80 | 198% |
| Annual Report Gross Expense Ratio | 1.58 | 0.82 | 193% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 5.106 | 2.121 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.23B | 11,102% |
| Annual Yield % from dividends | 2.07 | 0.78 | 266% |
| Returns for 1 year | 5.99 | 4.55 | 132% |
| Returns for 3 years | 20.97 | 39.81 | 53% |
| Returns for 5 years | -10.05 | 15.62 | -64% |
| Returns for 10 years | 36.59 | 126.37 | 29% |
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