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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$60.29
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Calvert International Equity I
Price$27.68
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets874.86M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Jan 15, 2026
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 CWVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. CWVIX (875M). AEPCX pays higher dividends than CWVIX: AEPCX (2.26) vs CWVIX (1.16). 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 (29.00). AEPCX has a lower initial minimum investment than CWVIX: AEPCX (250) vs CWVIX (1000000). AEPCX annual gain was more profitable for investors over the last year : 19.49 vs. CWVIX (17.67). CWVIX return over 5 years is better than : 15.70 vs. AEPCX (-7.96).
| 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 | 4.362 | 2.405 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 875M | 15,429% |
| Annual Yield % from dividends | 2.26 | 1.16 | 196% |
| Returns for 1 year | 19.49 | 17.67 | 110% |
| Returns for 3 years | 23.14 | 28.20 | 82% |
| Returns for 5 years | -7.96 | 15.70 | -51% |
| Returns for 10 years | 56.30 | 101.84 | 55% |
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