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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds Europacific Growth F1
Price$56.04
Change+$0.24 (+0.43%)
VolumeN/A
Net Assets130.07B
Calvert International Equity I
Price$25.12
Change+$0.17 (+0.68%)
VolumeN/A
Net Assets947.9M
AEGFX vs CWVIX Comparison Chart
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AEGFX vs. CWVIX commentary
Jan 24, 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 AEGFX is a Buy and CWVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 130B vs. CWVIX (948M). AEGFX pays higher dividends than CWVIX: AEGFX (1.48) vs CWVIX (0.92). AEGFX was incepted earlier than CWVIX: AEGFX (24 years) vs CWVIX (26 years). CWVIX (35.00) and AEGFX (34.00) have comparable annual turnover. AEGFX has a lower initial minimum investment than CWVIX: AEGFX (250) vs CWVIX (1000000). CWVIX annual gain was more profitable for investors over the last year : 10.00 vs. AEGFX (5.47). CWVIX return over 5 years is better than : 20.77 vs. AEGFX (4.36).
| AEGFX | CWVIX | AEGFX / CWVIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 4.377 | 4.525 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 948M | 13,713% |
| Annual Yield % from dividends | 1.48 | 0.92 | 160% |
| Returns for 1 year | 5.47 | 10.00 | 55% |
| Returns for 3 years | -4.78 | 3.84 | -125% |
| Returns for 5 years | 4.36 | 20.77 | 21% |
| Returns for 10 years | 21.77 | 63.75 | 34% |