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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$56.71
Change-$0.44 (-0.77%)
VolumeN/A
Net Assets130.86B
Calvert International Equity I
Price$25.77
Change-$0.20 (-0.77%)
VolumeN/A
Net Assets913.64M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX 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 AEPCX is a Hold and CWVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 131B vs. CWVIX (914M). CWVIX pays higher dividends than AEPCX: CWVIX (1.22) vs AEPCX (0.17). AEPCX was incepted earlier than CWVIX: AEPCX (24 years) vs CWVIX (26 years). AEPCX (1.57) is less costly to investors than CWVIX (0.95). AEPCX is a more actively managed with annual turnover of: 35.00 vs. CWVIX (23.00). AEPCX has a lower initial minimum investment than CWVIX: AEPCX (250) vs CWVIX (1000000). CWVIX annual gain was more profitable for investors over the last year : 6.14 vs. AEPCX (4.81). CWVIX return over 5 years is better than : 29.90 vs. AEPCX (6.60).
| AEPCX | CWVIX | AEPCX / CWVIX | |
| Total Expense Ratio | 1.57 | 0.89 | 176% |
| Annual Report Gross Expense Ratio | 1.57 | 0.95 | 165% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 9.754 | 8.798 | 111% |
| 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 | 0.17 | 1.22 | 14% |
| Returns for 1 year | 4.81 | 6.14 | 78% |
| Returns for 3 years | 19.65 | 24.06 | 82% |
| Returns for 5 years | 6.60 | 29.90 | 22% |
| Returns for 10 years | 18.21 | 58.82 | 31% |
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