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AEPCX vs CWVIX
AEPCX vs CWVIX Comparison
Open Charts AEPCX vs CWVIX
AEPCX vs CWVIX Comparison Chart in %
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AEPCX vs. CWVIX commentary
Sep 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. CWVIX (818M). AEPCX pays higher dividends than CWVIX: AEPCX (2.07) vs CWVIX (1.04). AEPCX was incepted earlier than CWVIX: AEPCX (25 years) vs CWVIX (28 years). AEPCX (1.58) is less costly to investors than CWVIX (0.96). AEPCX is a more actively managed with annual turnover of: 50.00 vs. CWVIX (29.00). 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 : 14.15 vs. AEPCX (6.63). CWVIX return over 5 years is better than : 11.00 vs. AEPCX (-8.76).
| AEPCX | CWVIX | AEPCX / CWVIX | |
| Total Expense Ratio | 1.58 | 0.89 | 178% |
| Annual Report Gross Expense Ratio | 1.58 | 0.96 | 165% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 6.612 | 10.359 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 818M | 16,748% |
| Annual Yield % from dividends | 2.07 | 1.04 | 199% |
| Returns for 1 year | 6.63 | 14.15 | 47% |
| Returns for 3 years | 23.70 | 36.63 | 65% |
| Returns for 5 years | -8.76 | 11.00 | -80% |
| Returns for 10 years | 36.66 | 102.67 | 36% |
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