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AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
American Funds EUPAC F2
Price$65.19
Change-$0.28 (-0.43%)
VolumeN/A
Net Assets137.06B
Baird Chautauqua International Gr I
Price$22.32
Change-$0.02 (-0.09%)
VolumeN/A
Net Assets1.52B
AEPFX vs CCWSX Comparison Chart in %
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AEPFX vs. CCWSX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. CCWSX (1.52B). AEPFX pays higher dividends than CCWSX: AEPFX (0.82) vs CCWSX (0.37). 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 : 15.56 vs. AEPFX (11.34). CCWSX return over 5 years is better than : 45.06 vs. AEPFX (16.92).
| 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 | 21.714 | 19.040 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.52B | 9,043% |
| Annual Yield % from dividends | 0.82 | 0.37 | 220% |
| Returns for 1 year | 11.34 | 15.56 | 73% |
| Returns for 3 years | 51.66 | 66.83 | 77% |
| Returns for 5 years | 16.92 | 45.06 | 38% |
| Returns for 10 years | 50.44 | N/A | - |
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