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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 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B 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 (1.58) 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 : 8.78 vs. AEPCX (6.38). CWVIX return over 5 years is better than : 11.63 vs. AEPCX (-10.37).
| 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 | 27 years | - |
| Gain YTD | 2.545 | 6.881 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 874M | 16,362% |
| Annual Yield % from dividends | 2.06 | 1.09 | 189% |
| Returns for 1 year | 6.38 | 8.78 | 73% |
| Returns for 3 years | 18.62 | 28.02 | 66% |
| Returns for 5 years | -10.37 | 11.63 | -89% |
| Returns for 10 years | 48.21 | 113.42 | 43% |
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