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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 23, 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 CCWSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. CCWSX (1.3B). 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 : 7.17 vs. CCWSX (6.70). CCWSX return over 5 years is better than : 23.26 vs. AEPCX (-3.27).
| 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 | 7.184 | 4.131 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.3B | 10,506% |
| Annual Yield % from dividends | 2.13 | 0.34 | 629% |
| Returns for 1 year | 7.17 | 6.70 | 107% |
| Returns for 3 years | 26.10 | 45.44 | 57% |
| Returns for 5 years | -3.27 | 23.26 | -14% |
| Returns for 10 years | 40.04 | 128.05 | 31% |
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