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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
Jun 03, 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 (874M). AEPCX pays higher dividends than CWVIX: AEPCX (2.06) vs CWVIX (1.09). AEPCX was incepted earlier than CWVIX: AEPCX (25 years) vs CWVIX (27 years). AEPCX (1.57) is less costly to investors than CWVIX (0.96). AEPCX is a more actively managed with annual turnover of: 35.00 vs. CWVIX (29.00). 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 : 13.48 vs. CWVIX (8.35). CWVIX return over 5 years is better than : 11.79 vs. AEPCX (-5.59).
| AEPCX | CWVIX | AEPCX / CWVIX | |
| Total Expense Ratio | 1.57 | 0.89 | 176% |
| Annual Report Gross Expense Ratio | 1.57 | 0.96 | 164% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 11.217 | 6.252 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 874M | 15,675% |
| Annual Yield % from dividends | 2.06 | 1.09 | 189% |
| Returns for 1 year | 13.48 | 8.35 | 162% |
| Returns for 3 years | 28.39 | 26.83 | 106% |
| Returns for 5 years | -5.59 | 11.79 | -47% |
| Returns for 10 years | 51.98 | 96.19 | 54% |
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