AEPCX
Price
$58.83
Change
-$0.31 (-0.52%)
Updated
Jul 25 closing price
Net Assets
135.06B
CWVIX
Price
$27.44
Change
+$0.01 (+0.04%)
Updated
Jul 25 closing price
Net Assets
913.64M
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AEPCX vs CWVIX

Header iconAEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIXBanner chart's image
American Funds EUPAC C
Price$58.83
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets135.06B
Calvert International Equity I
Price$27.44
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets913.64M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Jul 27, 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 Hold and CWVIX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. CWVIX (914M). CWVIX pays higher dividends than AEPCX: CWVIX (1.17) vs AEPCX (0.17). AEPCX was incepted earlier than CWVIX: AEPCX (24 years) vs CWVIX (26 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). CWVIX annual gain was more profitable for investors over the last year : 12.24 vs. AEPCX (8.73). CWVIX return over 5 years is better than : 34.50 vs. AEPCX (10.77).
AEPCXCWVIXAEPCX / CWVIX
Total Expense Ratio1.570.89176%
Annual Report Gross Expense Ratio1.570.95165%
Fund Existence24 years26 years-
Gain YTD13.85714.95693%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B914M14,770%
Annual Yield % from dividends0.171.1714%
Returns for 1 year8.7312.2471%
Returns for 3 years27.4134.8179%
Returns for 5 years10.7734.5031%
Returns for 10 years23.3968.0934%
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