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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$60.98
Change-$1.60 (-2.56%)
VolumeN/A
Net Assets134.63B
Calvert International Equity I
Price$27.27
Change-$0.25 (-0.91%)
VolumeN/A
Net Assets871.28M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Feb 04, 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 Buy and CWVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. CWVIX (871M). AEPCX pays higher dividends than CWVIX: AEPCX (2.16) vs CWVIX (1.14). 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 : 16.92 vs. CWVIX (10.76). CWVIX return over 5 years is better than : 14.12 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 | 5.557 | 0.888 | 626% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 871M | 15,499% |
| Annual Yield % from dividends | 2.16 | 1.14 | 189% |
| Returns for 1 year | 16.92 | 10.76 | 157% |
| Returns for 3 years | 21.95 | 24.24 | 91% |
| Returns for 5 years | -7.96 | 14.12 | -56% |
| Returns for 10 years | 58.40 | 98.97 | 59% |
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