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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$58.34
Change+$0.18 (+0.31%)
VolumeN/A
Net Assets133.45B
Calvert International Equity I
Price$26.90
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets898.03M
AEPCX vs CWVIX Comparison Chart
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AEPCX vs. CWVIX commentary
Jun 07, 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: 133B vs. CWVIX (898M). CWVIX pays higher dividends than AEPCX: CWVIX (1.19) vs AEPCX (0.32). AEPCX was incepted earlier than CWVIX: AEPCX (24 years) vs CWVIX (26 years). AEPCX (1.59) is less costly to investors than CWVIX (0.95). AEPCX is a more actively managed with annual turnover of: 30.00 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 : 6.07 vs. AEPCX (1.93). CWVIX return over 5 years is better than : 33.74 vs. AEPCX (14.63).
| AEPCX | CWVIX | AEPCX / CWVIX | |
| Total Expense Ratio | 1.59 | 0.89 | 179% |
| Annual Report Gross Expense Ratio | 1.59 | 0.95 | 167% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 12.909 | 12.065 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 898M | 14,811% |
| Annual Yield % from dividends | 0.32 | 1.19 | 27% |
| Returns for 1 year | 1.93 | 6.07 | 32% |
| Returns for 3 years | 14.74 | 24.22 | 61% |
| Returns for 5 years | 14.63 | 33.74 | 43% |
| Returns for 10 years | 21.44 | 66.02 | 32% |
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