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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$64.93
Change-$0.35 (-0.54%)
VolumeN/A
Net Assets138.4B
Calvert International Equity I
Price$27.71
Change-$0.28 (-1.00%)
VolumeN/A
Net Assets893.25M
AEGFX vs CWVIX Comparison Chart in %
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AEGFX vs. CWVIX commentary
Oct 08, 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: 138B vs. CWVIX (893M). CWVIX pays higher dividends than AEGFX: CWVIX (1.17) vs AEGFX (0.63). AEGFX was incepted earlier than CWVIX: AEGFX (25 years) vs CWVIX (27 years). CWVIX (0.95) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. CWVIX (23.00). AEGFX has a lower initial minimum investment than CWVIX: AEGFX (250) vs CWVIX (1000000). AEGFX annual gain was more profitable for investors over the last year : 10.18 vs. CWVIX (8.78). CWVIX return over 5 years is better than : 31.96 vs. AEGFX (13.85).
| AEGFX | CWVIX | AEGFX / CWVIX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.95 | 91% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 21.455 | 17.260 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 893M | 15,454% |
| Annual Yield % from dividends | 0.63 | 1.17 | 54% |
| Returns for 1 year | 10.18 | 8.78 | 116% |
| Returns for 3 years | 49.67 | 55.38 | 90% |
| Returns for 5 years | 13.85 | 31.96 | 43% |
| Returns for 10 years | 43.04 | 78.82 | 55% |
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