AEPCX
Price
$60.29
Change
+$0.01 (+0.02%)
Updated
Jan 14 closing price
Net Assets
134.63B
CWVIX
Price
$27.68
Change
-$0.02 (-0.07%)
Updated
Jan 14 closing price
Net Assets
874.86M
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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$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.

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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).
AEPCXCWVIXAEPCX / CWVIX
Total Expense Ratio1.570.89176%
Annual Report Gross Expense Ratio1.570.95165%
Fund Existence25 years27 years-
Gain YTD4.3622.405181%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B875M15,429%
Annual Yield % from dividends2.261.16196%
Returns for 1 year19.4917.67110%
Returns for 3 years23.1428.2082%
Returns for 5 years-7.9615.70-51%
Returns for 10 years56.30101.8455%
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