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AEPCX vs CCWIX
AEPCX vs CCWIX Comparison
Open Charts AEPCX vs CCWIX
American Funds EUPAC C
Price$59.54
Change-$0.13 (-0.22%)
VolumeN/A
Net Assets135.75B
Baird Chautauqua International Gr Instl
Price$21.77
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets1.45B
AEPCX vs CCWIX Comparison Chart in %
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AEPCX vs. CCWIX commentary
Aug 20, 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 AEPCX is a Hold and CCWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 136B vs. CCWIX (1.45B). CCWIX pays higher dividends than AEPCX: CCWIX (0.55) vs AEPCX (0.17). AEPCX was incepted earlier than CCWIX: AEPCX (24 years) vs CCWIX (9 years). AEPCX (1.57) is less costly to investors than CCWIX (0.84). AEPCX is a more actively managed with annual turnover of: 35.00 vs. CCWIX (18.00). AEPCX has a lower initial minimum investment than CCWIX: AEPCX (250) vs CCWIX (10000). CCWIX annual gain was more profitable for investors over the last year : 15.46 vs. AEPCX (5.39). CCWIX return over 5 years is better than : 54.32 vs. AEPCX (8.16).
| AEPCX | CCWIX | AEPCX / CCWIX | |
| Total Expense Ratio | 1.57 | 0.80 | 196% |
| Annual Report Gross Expense Ratio | 1.57 | 0.84 | 187% |
| Fund Existence | 24 years | 9 years | - |
| Gain YTD | 15.231 | 15.185 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 1.45B | 9,373% |
| Annual Yield % from dividends | 0.17 | 0.55 | 31% |
| Returns for 1 year | 5.39 | 15.46 | 35% |
| Returns for 3 years | 25.10 | 40.93 | 61% |
| Returns for 5 years | 8.16 | 54.32 | 15% |
| Returns for 10 years | 33.12 | N/A | - |
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