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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds EUPAC F1
Price$58.98
Change-$0.45 (-0.76%)
VolumeN/A
Net Assets130.86B
Calvert International Equity I
Price$25.77
Change-$0.20 (-0.77%)
VolumeN/A
Net Assets913.64M
AEGFX vs CWVIX Comparison Chart in %
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AEGFX vs. CWVIX commentary
Aug 02, 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 Hold and CWVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 131B vs. CWVIX (914M). CWVIX pays higher dividends than AEGFX: CWVIX (1.22) vs AEGFX (0.68). 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: 35.00 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 : 6.14 vs. AEGFX (5.80). CWVIX return over 5 years is better than : 29.90 vs. AEGFX (10.39).
| 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 | 10.325 | 8.798 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 914M | 14,333% |
| Annual Yield % from dividends | 0.68 | 1.22 | 56% |
| Returns for 1 year | 5.80 | 6.14 | 95% |
| Returns for 3 years | 22.02 | 24.06 | 92% |
| Returns for 5 years | 10.39 | 29.90 | 35% |
| Returns for 10 years | 23.14 | 58.82 | 39% |
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