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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
Sep 12, 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: 140B vs. CCWSX (1.18B). AEPCX pays higher dividends than CCWSX: AEPCX (2.07) vs CCWSX (0.32). AEPCX was incepted earlier than CCWSX: AEPCX (26 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 : 3.15 vs. CCWSX (-1.93). CCWSX return over 5 years is better than : 10.98 vs. AEPCX (-8.48).
| AEPCX | CCWSX | AEPCX / CCWSX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.07 | 148% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.041 | -1.725 | -350% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.18B | 11,864% |
| Annual Yield % from dividends | 2.07 | 0.32 | 645% |
| Returns for 1 year | 3.15 | -1.93 | -163% |
| Returns for 3 years | 24.32 | 35.81 | 68% |
| Returns for 5 years | -8.48 | 10.98 | -77% |
| Returns for 10 years | 40.12 | 118.14 | 34% |
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