Interact to see
Advertisement
Advertisement
AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$63.61
Change+$0.35 (+0.55%)
VolumeN/A
Net Assets136.27B
Calvert International Equity I
Price$27.01
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets884.87M
AEGFX vs CWVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. CWVIX commentary
Sep 16, 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: 136B vs. CWVIX (885M). CWVIX pays higher dividends than AEGFX: CWVIX (1.19) vs AEGFX (0.66). 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 : 9.79 vs. CWVIX (4.79). CWVIX return over 5 years is better than : 28.06 vs. AEGFX (12.42).
| 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 | 18.331 | 12.568 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 885M | 15,367% |
| Annual Yield % from dividends | 0.66 | 1.19 | 55% |
| Returns for 1 year | 9.79 | 4.79 | 204% |
| Returns for 3 years | 39.50 | 38.60 | 102% |
| Returns for 5 years | 12.42 | 28.06 | 44% |
| Returns for 10 years | 42.88 | 77.18 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement