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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
Aug 03, 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 CCWSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. CCWSX (1.24B). AEPCX pays higher dividends than CCWSX: AEPCX (2.13) vs CCWSX (0.34). 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 : 6.78 vs. CCWSX (2.81). CCWSX return over 5 years is better than : 17.21 vs. AEPCX (-7.30).
| 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 | 3.168 | -2.133 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.24B | 11,371% |
| Annual Yield % from dividends | 2.13 | 0.34 | 629% |
| Returns for 1 year | 6.78 | 2.81 | 241% |
| Returns for 3 years | 14.70 | 25.57 | 58% |
| Returns for 5 years | -7.30 | 17.21 | -42% |
| Returns for 10 years | 38.82 | 120.87 | 32% |
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