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AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
American Funds EUPAC F2
Price$60.28
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets134.15B
Baird Chautauqua International Gr I
Price$22.36
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets1.56B
AEPFX vs CCWSX Comparison Chart in %
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AEPFX vs. CCWSX commentary
Dec 26, 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 AEPFX is a Buy and CCWSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. CCWSX (1.56B). AEPFX pays higher dividends than CCWSX: AEPFX (0.81) vs CCWSX (0.38). AEPFX was incepted earlier than CCWSX: AEPFX (17 years) vs CCWSX (10 years). CCWSX (1.09) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. CCWSX (18.00). AEPFX has a lower initial minimum investment than CCWSX: AEPFX (250) vs CCWSX (2500). CCWSX annual gain was more profitable for investors over the last year : 17.46 vs. AEPFX (11.28). CCWSX return over 5 years is better than : 31.35 vs. AEPFX (-5.40).
| AEPFX | CCWSX | AEPFX / CCWSX | |
| Total Expense Ratio | 0.58 | 1.05 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.09 | 53% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 12.547 | 19.253 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.56B | 8,568% |
| Annual Yield % from dividends | 0.81 | 0.38 | 214% |
| Returns for 1 year | 11.28 | 17.46 | 65% |
| Returns for 3 years | 27.59 | 48.89 | 56% |
| Returns for 5 years | -5.40 | 31.35 | -17% |
| Returns for 10 years | 45.84 | N/A | - |
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