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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
American Funds Europacific Growth C
Price$51.92
Change-$1.50 (-2.81%)
VolumeN/A
Net Assets125.35B
Calvert International Equity I
Price$24.54
Change-$0.40 (-1.60%)
VolumeN/A
Net Assets901.35M
AEPCX vs CWVIX Comparison Chart
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AEPCX vs. CWVIX commentary
Apr 04, 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: 125B vs. CWVIX (901M). CWVIX pays higher dividends than AEPCX: CWVIX (1.29) vs AEPCX (0.35). 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 : 3.77 vs. AEPCX (-7.70). CWVIX return over 5 years is better than : 56.80 vs. AEPCX (32.00).
| 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 | 0.484 | 4.483 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 901M | 13,873% |
| Annual Yield % from dividends | 0.35 | 1.29 | 27% |
| Returns for 1 year | -7.70 | 3.77 | -204% |
| Returns for 3 years | -6.24 | 6.94 | -90% |
| Returns for 5 years | 32.00 | 56.80 | 56% |
| Returns for 10 years | 6.54 | 54.70 | 12% |