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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$56.50
Change-$0.76 (-1.33%)
VolumeN/A
Net Assets132.56B
Calvert International Equity I
Price$26.75
Change-$0.53 (-1.94%)
VolumeN/A
Net Assets898.03M
AEPCX vs CWVIX Comparison Chart
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AEPCX vs. CWVIX commentary
Jun 16, 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 Buy and CWVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. CWVIX (898M). CWVIX pays higher dividends than AEPCX: CWVIX (1.19) vs AEPCX (0.32). AEPCX was incepted earlier than CWVIX: AEPCX (24 years) vs CWVIX (26 years). AEPCX (1.59) is less costly to investors than CWVIX (0.95). AEPCX is a more actively managed with annual turnover of: 30.00 vs. CWVIX (23.00). AEPCX has a lower initial minimum investment than CWVIX: AEPCX (250) vs CWVIX (1000000). CWVIX annual gain was more profitable for investors over the last year : 7.59 vs. AEPCX (2.57). CWVIX return over 5 years is better than : 39.45 vs. AEPCX (14.79).
| AEPCX | CWVIX | AEPCX / CWVIX | |
| Total Expense Ratio | 1.59 | 0.89 | 179% |
| Annual Report Gross Expense Ratio | 1.59 | 0.95 | 167% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 9.348 | 12.065 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 898M | 14,811% |
| Annual Yield % from dividends | 0.32 | 1.19 | 27% |
| Returns for 1 year | 2.57 | 7.59 | 34% |
| Returns for 3 years | 23.34 | 38.95 | 60% |
| Returns for 5 years | 14.79 | 39.45 | 37% |
| Returns for 10 years | 16.82 | 65.02 | 26% |
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