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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$62.17
Change-$0.32 (-0.51%)
VolumeN/A
Net Assets135.36B
Calvert International Equity I
Price$26.66
Change-$0.43 (-1.59%)
VolumeN/A
Net Assets873.18M
AEGFX vs CWVIX Comparison Chart in %
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AEGFX vs. CWVIX commentary
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. CWVIX (873M). CWVIX pays higher dividends than AEGFX: CWVIX (1.22) vs AEGFX (0.68). AEGFX was incepted earlier than CWVIX: AEGFX (24 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 : 5.85 vs. CWVIX (4.56). CWVIX return over 5 years is better than : 28.41 vs. AEGFX (9.57).
| 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 | 27 years | - |
| Gain YTD | 16.293 | 13.490 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 873M | 15,464% |
| Annual Yield % from dividends | 0.68 | 1.22 | 56% |
| Returns for 1 year | 5.85 | 4.56 | 128% |
| Returns for 3 years | 30.94 | 36.13 | 86% |
| Returns for 5 years | 9.57 | 28.41 | 34% |
| Returns for 10 years | 38.06 | 75.65 | 50% |
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