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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$62.33
Change-$0.26 (-0.42%)
VolumeN/A
Net Assets137.72B
Calvert International Equity I
Price$28.04
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets893.25M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 138B vs. CWVIX (893M). CWVIX pays higher dividends than AEPCX: CWVIX (1.17) vs AEPCX (0.16). AEPCX was incepted earlier than CWVIX: AEPCX (25 years) vs CWVIX (27 years). AEPCX (1.57) is less costly to investors than CWVIX (0.95). AEPCX is a more actively managed with annual turnover of: 35.00 vs. CWVIX (23.00). AEPCX has a lower initial minimum investment than CWVIX: AEPCX (250) vs CWVIX (1000000). AEPCX (10.02) and CWVIX (9.60) have marching annual gain over last year. CWVIX return over 5 years is better than : 32.37 vs. AEPCX (9.92).
| AEPCX | CWVIX | AEPCX / CWVIX | |
| Total Expense Ratio | 1.57 | 0.89 | 176% |
| Annual Report Gross Expense Ratio | 1.57 | 0.95 | 165% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 20.631 | 17.470 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 893M | 15,454% |
| Annual Yield % from dividends | 0.16 | 1.17 | 13% |
| Returns for 1 year | 10.02 | 9.60 | 104% |
| Returns for 3 years | 45.85 | 52.38 | 88% |
| Returns for 5 years | 9.92 | 32.37 | 31% |
| Returns for 10 years | 36.76 | 79.55 | 46% |
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