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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$60.54
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Calvert International Equity I
Price$26.90
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets898.03M
AEGFX vs CWVIX Comparison Chart
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AEGFX vs. CWVIX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 133B vs. CWVIX (898M). CWVIX pays higher dividends than AEGFX: CWVIX (1.19) vs AEGFX (1.00). AEGFX was incepted earlier than CWVIX: AEGFX (24 years) vs CWVIX (26 years). CWVIX (0.95) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 30.00 vs. CWVIX (23.00). 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 : 6.07 vs. AEGFX (2.82). CWVIX return over 5 years is better than : 33.74 vs. AEGFX (18.57).
| AEGFX | CWVIX | AEGFX / CWVIX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 13.244 | 12.065 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 898M | 14,811% |
| Annual Yield % from dividends | 1.00 | 1.19 | 84% |
| Returns for 1 year | 2.82 | 6.07 | 46% |
| Returns for 3 years | 16.92 | 24.22 | 70% |
| Returns for 5 years | 18.57 | 33.74 | 55% |
| Returns for 10 years | 26.37 | 66.02 | 40% |
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