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AEPCX vs CCWSX
AEPCX vs CCWSX Comparison
Open Charts AEPCX vs CCWSX
AEPCX vs CCWSX Comparison Chart in %
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AEPCX vs. CCWSX 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 AEPCX is a Hold and CCWSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. CCWSX (1.28B). AEPCX pays higher dividends than CCWSX: AEPCX (2.11) vs CCWSX (0.35). AEPCX was incepted earlier than CCWSX: AEPCX (25 years) vs CCWSX (10 years). AEPCX (1.58) is less costly to investors than CCWSX (1.07). AEPCX is a more actively managed with annual turnover of: 50.00 vs. CCWSX (17.00). AEPCX has a lower initial minimum investment than CCWSX: AEPCX (250) vs CCWSX (2500). AEPCX annual gain was more profitable for investors over the last year : 4.09 vs. CCWSX (2.77). CCWSX return over 5 years is better than : 16.30 vs. AEPCX (-9.69).
| AEPCX | CCWSX | AEPCX / CCWSX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.07 | 148% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 1.869 | -2.633 | -71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.28B | 11,007% |
| Annual Yield % from dividends | 2.11 | 0.35 | 612% |
| Returns for 1 year | 4.09 | 2.77 | 147% |
| Returns for 3 years | 13.07 | 25.58 | 51% |
| Returns for 5 years | -9.69 | 16.30 | -59% |
| Returns for 10 years | 37.90 | 123.04 | 31% |
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