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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds EUPAC C
Price$62.35
Change-$0.34 (-0.54%)
VolumeN/A
Net Assets138.4B
Calvert International Equity I
Price$27.71
Change-$0.28 (-1.00%)
VolumeN/A
Net Assets893.25M
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Oct 08, 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: 138B vs. CWVIX (893M). CWVIX pays higher dividends than AEPCX: CWVIX (1.17) 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 (9.15) and CWVIX (8.78) have marching annual gain over last year. CWVIX return over 5 years is better than : 31.96 vs. AEPCX (9.95).
| 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 | 20.670 | 17.260 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 893M | 15,454% |
| Annual Yield % from dividends | 0.16 | 1.17 | 13% |
| Returns for 1 year | 9.15 | 8.78 | 104% |
| Returns for 3 years | 46.78 | 55.38 | 84% |
| Returns for 5 years | 9.95 | 31.96 | 31% |
| Returns for 10 years | 37.30 | 78.82 | 47% |
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