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AEGFX vs CWVIX
AEGFX vs CWVIX Comparison
Open Charts AEGFX vs CWVIX
American Funds Europacific Growth F1
Price$53.80
Change-$1.56 (-2.82%)
VolumeN/A
Net Assets125.35B
Calvert International Equity I
Price$24.54
Change-$0.40 (-1.60%)
VolumeN/A
Net Assets901.35M
AEGFX vs CWVIX Comparison Chart
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AEGFX vs. CWVIX commentary
Apr 04, 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: 125B vs. CWVIX (901M). CWVIX pays higher dividends than AEGFX: CWVIX (1.29) vs AEGFX (1.09). 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 : 3.77 vs. AEGFX (-6.89). CWVIX return over 5 years is better than : 56.80 vs. AEGFX (36.50).
| 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 | 0.636 | 4.483 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 901M | 13,873% |
| Annual Yield % from dividends | 1.09 | 1.29 | 85% |
| Returns for 1 year | -6.89 | 3.77 | -183% |
| Returns for 3 years | -4.50 | 6.94 | -65% |
| Returns for 5 years | 36.50 | 56.80 | 64% |
| Returns for 10 years | 10.86 | 54.70 | 20% |