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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$63.56
Change-$1.61 (-2.47%)
VolumeN/A
Net Assets134.63B
Calvert International Equity I
Price$27.27
Change-$0.25 (-0.91%)
VolumeN/A
Net Assets871.28M
AEGFX vs CWVIX Comparison Chart in %
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AEGFX vs. CWVIX commentary
Feb 04, 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 Buy and CWVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. CWVIX (871M). AEGFX pays higher dividends than CWVIX: AEGFX (2.59) vs CWVIX (1.14). 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 : 18.28 vs. CWVIX (10.76). CWVIX return over 5 years is better than : 14.12 vs. AEGFX (-4.23).
| 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 | 5.652 | 0.888 | 637% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 871M | 15,499% |
| Annual Yield % from dividends | 2.59 | 1.14 | 227% |
| Returns for 1 year | 18.28 | 10.76 | 170% |
| Returns for 3 years | 25.47 | 24.24 | 105% |
| Returns for 5 years | -4.23 | 14.12 | -30% |
| Returns for 10 years | 66.54 | 98.97 | 67% |
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