Ad is loading...
AEPFX vs CCWIX
AEPFX vs CCWIX Comparison
Open Charts AEPFX vs CCWIX
American Funds Europacific Growth F2
Price$57.15
Change-$0.53 (-0.92%)
VolumeN/A
Net Assets131.04B
Baird Chautauqua International Gr Instl
Price$20.83
Change-$0.08 (-0.38%)
VolumeN/A
Net Assets1.15B
AEPFX vs CCWIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. CCWIX commentary
Feb 23, 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 AEPFX is a Hold and CCWIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 131B vs. CCWIX (1.15B). AEPFX pays higher dividends than CCWIX: AEPFX (1.75) vs CCWIX (0.20). AEPFX was incepted earlier than CCWIX: AEPFX (17 years) vs CCWIX (9 years). AEPFX is a more actively managed with annual turnover of: 34.00 vs. CCWIX (12.00). AEPFX has a lower initial minimum investment than CCWIX: AEPFX (250) vs CCWIX (10000). CCWIX annual gain was more profitable for investors over the last year : 18.80 vs. AEPFX (1.89). CCWIX return over 5 years is better than : 61.68 vs. AEPFX (11.13).
| AEPFX | CCWIX | AEPFX / CCWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 6.703 | 10.212 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.15B | 11,431% |
| Annual Yield % from dividends | 1.75 | 0.20 | 895% |
| Returns for 1 year | 1.89 | 18.80 | 10% |
| Returns for 3 years | 3.80 | 26.42 | 14% |
| Returns for 5 years | 11.13 | 61.68 | 18% |
| Returns for 10 years | 27.75 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...