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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$62.81
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Calvert International Equity I
Price$27.68
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets874.86M
AEGFX vs CWVIX Comparison Chart in %
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AEGFX vs. CWVIX commentary
Jan 15, 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 AEGFX is a Hold and CWVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. CWVIX (875M). AEGFX pays higher dividends than CWVIX: AEGFX (2.72) vs CWVIX (1.16). AEGFX was incepted earlier than CWVIX: AEGFX (25 years) vs CWVIX (27 years). CWVIX (0.95) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. CWVIX (29.00). AEGFX has a lower initial minimum investment than CWVIX: AEGFX (250) vs CWVIX (1000000). AEGFX annual gain was more profitable for investors over the last year : 20.86 vs. CWVIX (17.67). CWVIX return over 5 years is better than : 15.70 vs. AEGFX (-4.25).
| AEGFX | CWVIX | AEGFX / CWVIX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 4.405 | 2.405 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 875M | 15,429% |
| Annual Yield % from dividends | 2.72 | 1.16 | 235% |
| Returns for 1 year | 20.86 | 17.67 | 118% |
| Returns for 3 years | 26.68 | 28.20 | 95% |
| Returns for 5 years | -4.25 | 15.70 | -27% |
| Returns for 10 years | 64.29 | 101.84 | 63% |
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