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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
Jul 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 Buy and CCWIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. CCWIX (1.3B). AEPCX pays higher dividends than CCWIX: AEPCX (2.11) vs CCWIX (0.84). 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 : 5.43 vs. CCWIX (1.18). CCWIX return over 5 years is better than : 16.20 vs. AEPCX (-8.77).
| 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 | 3.393 | -3.926 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.3B | 11,008% |
| Annual Yield % from dividends | 2.11 | 0.84 | 252% |
| Returns for 1 year | 5.43 | 1.18 | 458% |
| Returns for 3 years | 17.84 | 27.12 | 66% |
| Returns for 5 years | -8.77 | 16.20 | -54% |
| Returns for 10 years | 44.80 | 128.50 | 35% |
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