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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$61.11
Change+$0.33 (+0.54%)
VolumeN/A
Net Assets136.27B
Calvert International Equity I
Price$27.01
Change+$0.14 (+0.52%)
VolumeN/A
Net Assets884.87M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX 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 AEPCX is a Buy and CWVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 136B vs. CWVIX (885M). CWVIX pays higher dividends than AEPCX: CWVIX (1.19) vs AEPCX (0.16). AEPCX was incepted earlier than CWVIX: AEPCX (25 years) vs CWVIX (27 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). AEPCX annual gain was more profitable for investors over the last year : 8.78 vs. CWVIX (4.79). CWVIX return over 5 years is better than : 28.06 vs. AEPCX (8.57).
| AEPCX | CWVIX | AEPCX / CWVIX | |
| Total Expense Ratio | 1.57 | 0.89 | 176% |
| Annual Report Gross Expense Ratio | 1.57 | 0.95 | 165% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 17.631 | 12.568 | 140% |
| 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 | 0.16 | 1.19 | 14% |
| Returns for 1 year | 8.78 | 4.79 | 183% |
| Returns for 3 years | 36.82 | 38.60 | 95% |
| Returns for 5 years | 8.57 | 28.06 | 31% |
| Returns for 10 years | 37.18 | 77.18 | 48% |
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