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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$57.71
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets134.15B
Calvert International Equity I
Price$27.14
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets866.48M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Dec 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. CWVIX (866M). CWVIX pays higher dividends than AEPCX: CWVIX (1.14) vs AEPCX (0.15). 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 (29.00). 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 : 12.75 vs. AEPCX (10.41). CWVIX return over 5 years is better than : 15.50 vs. AEPCX (-10.79).
| 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 | 11.690 | 13.699 | 85% |
| 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 | 0.15 | 1.14 | 14% |
| Returns for 1 year | 10.41 | 12.75 | 82% |
| Returns for 3 years | 23.74 | 33.69 | 70% |
| Returns for 5 years | -10.79 | 15.50 | -70% |
| Returns for 10 years | 31.83 | 77.61 | 41% |
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