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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$64.00
Change+$0.48 (+0.76%)
VolumeN/A
Net Assets138.09B
Calvert International Equity I
Price$28.20
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets868.64M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Nov 14, 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: 138B vs. CWVIX (869M). CWVIX pays higher dividends than AEPCX: CWVIX (1.15) 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 (23.00). AEPCX has a lower initial minimum investment than CWVIX: AEPCX (250) vs CWVIX (1000000). AEPCX (16.12) and CWVIX (15.39) have marching annual gain over last year. CWVIX return over 5 years is better than : 24.77 vs. AEPCX (6.62).
| 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 | 23.863 | 18.140 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 869M | 15,880% |
| Annual Yield % from dividends | 0.15 | 1.15 | 13% |
| Returns for 1 year | 16.12 | 15.39 | 105% |
| Returns for 3 years | 34.33 | 37.24 | 92% |
| Returns for 5 years | 6.62 | 24.77 | 27% |
| Returns for 10 years | 42.78 | 86.71 | 49% |
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