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AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
AEPFX vs CCWSX Comparison Chart in %
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AEPFX vs. CCWSX commentary
Jun 24, 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 AEPFX is a Hold and CCWSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. CCWSX (1.33B). AEPFX pays higher dividends than CCWSX: AEPFX (2.64) vs CCWSX (0.35). AEPFX was incepted earlier than CCWSX: AEPFX (18 years) vs CCWSX (10 years). CCWSX (1.07) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. CCWSX (17.00). AEPFX has a lower initial minimum investment than CCWSX: AEPFX (250) vs CCWSX (2500). AEPFX annual gain was more profitable for investors over the last year : 10.87 vs. CCWSX (1.50). CCWSX return over 5 years is better than : 13.86 vs. AEPFX (-3.20).
| AEPFX | CCWSX | AEPFX / CCWSX | |
| Total Expense Ratio | 0.59 | 1.05 | 56% |
| Annual Report Gross Expense Ratio | 0.59 | 1.07 | 55% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 4.076 | -5.538 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.33B | 10,728% |
| Annual Yield % from dividends | 2.64 | 0.35 | 755% |
| Returns for 1 year | 10.87 | 1.50 | 724% |
| Returns for 3 years | 24.32 | 26.76 | 91% |
| Returns for 5 years | -3.20 | 13.86 | -23% |
| Returns for 10 years | 66.65 | 127.54 | 52% |
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