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AEGFX vs CCWIX
AEGFX vs CCWIX Comparison
Open Charts AEGFX vs CCWIX
American Funds EUPAC F1
Price$64.92
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
Baird Chautauqua International Gr Instl
Price$22.55
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.51B
AEGFX vs CCWIX Comparison Chart in %
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AEGFX vs. CCWIX commentary
Oct 19, 2025
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 AEGFX is a Buy and CCWIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. CCWIX (1.51B). AEGFX pays higher dividends than CCWIX: AEGFX (0.63) vs CCWIX (0.52). AEGFX was incepted earlier than CCWIX: AEGFX (25 years) vs CCWIX (10 years). AEGFX (0.86) and CCWIX (0.84) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 35.00 vs. CCWIX (18.00). AEGFX has a lower initial minimum investment than CCWIX: AEGFX (250) vs CCWIX (10000). CCWIX annual gain was more profitable for investors over the last year : 15.87 vs. AEGFX (11.04). CCWIX return over 5 years is better than : 46.90 vs. AEGFX (13.82).
| AEGFX | CCWIX | AEGFX / CCWIX | |
| Total Expense Ratio | 0.86 | 0.80 | 108% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 21.437 | 19.312 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.51B | 9,115% |
| Annual Yield % from dividends | 0.63 | 0.52 | 122% |
| Returns for 1 year | 11.04 | 15.87 | 70% |
| Returns for 3 years | 48.71 | 68.07 | 72% |
| Returns for 5 years | 13.82 | 46.90 | 29% |
| Returns for 10 years | 42.45 | N/A | - |
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