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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$59.75
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets135.36B
Calvert International Equity I
Price$26.66
Change-$0.43 (-1.59%)
VolumeN/A
Net Assets873.18M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Aug 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. CWVIX (873M). CWVIX pays higher dividends than AEPCX: CWVIX (1.22) vs AEPCX (0.17). AEPCX was incepted earlier than CWVIX: AEPCX (24 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 : 4.87 vs. CWVIX (4.56). CWVIX return over 5 years is better than : 28.41 vs. AEPCX (5.83).
| 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 | 27 years | - |
| Gain YTD | 15.638 | 13.490 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 873M | 15,464% |
| Annual Yield % from dividends | 0.17 | 1.22 | 14% |
| Returns for 1 year | 4.87 | 4.56 | 107% |
| Returns for 3 years | 28.39 | 36.13 | 79% |
| Returns for 5 years | 5.83 | 28.41 | 21% |
| Returns for 10 years | 32.52 | 75.65 | 43% |
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