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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$65.41
Change+$0.52 (+0.80%)
VolumeN/A
Net Assets134.15B
Calvert International Equity I
Price$28.01
Change+$0.20 (+0.72%)
VolumeN/A
Net Assets866.48M
AEGFX vs CWVIX Comparison Chart in %
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AEGFX vs. CWVIX commentary
Dec 04, 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 CWVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. CWVIX (866M). CWVIX pays higher dividends than AEGFX: CWVIX (1.14) vs AEGFX (0.62). 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 (23.00). AEGFX has a lower initial minimum investment than CWVIX: AEGFX (250) vs CWVIX (1000000). AEGFX (12.39) and CWVIX (11.94) have marching annual gain over last year. CWVIX return over 5 years is better than : 19.77 vs. AEGFX (2.42).
| 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 | 21.156 | 16.129 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 866M | 15,473% |
| Annual Yield % from dividends | 0.62 | 1.14 | 55% |
| Returns for 1 year | 12.39 | 11.94 | 104% |
| Returns for 3 years | 29.59 | 29.60 | 100% |
| Returns for 5 years | 2.42 | 19.77 | 12% |
| Returns for 10 years | 42.21 | 80.46 | 52% |
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