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CWVIX vs FUEPX
CWVIX vs FUEPX Comparison
Open Charts CWVIX vs FUEPX
Calvert International Equity I
Price$27.21
Change-$0.06 (-0.22%)
VolumeN/A
Net Assets913.64M
American Funds EUPAC 529-F-2
Price$60.75
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
CWVIX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 134B vs. CWVIX (914M). CWVIX pays higher dividends than FUEPX: CWVIX (1.17) vs FUEPX (0.87). CWVIX was incepted earlier than FUEPX: CWVIX (26 years) vs FUEPX (5 years). CWVIX (0.95) is less costly to investors than FUEPX (0.57). FUEPX is a more actively managed with annual turnover of: 30.00 vs. CWVIX (23.00). FUEPX has a lower initial minimum investment than CWVIX: FUEPX (250) vs CWVIX (1000000). CWVIX annual gain was more profitable for investors over the last year : 9.79 vs. FUEPX (5.52).
| CWVIX | FUEPX | CWVIX / FUEPX | |
| Total Expense Ratio | 0.89 | 0.57 | 156% |
| Annual Report Gross Expense Ratio | 0.95 | 0.57 | 167% |
| Fund Existence | 26 years | 5 years | - |
| Gain YTD | 13.992 | 13.192 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 914M | 134B | 1% |
| Annual Yield % from dividends | 1.17 | 0.87 | 135% |
| Returns for 1 year | 9.79 | 5.52 | 177% |
| Returns for 3 years | 37.54 | 32.27 | 116% |
| Returns for 5 years | 37.15 | N/A | - |
| Returns for 10 years | 71.04 | N/A | - |
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