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AEPFX vs CCWIX
AEPFX vs CCWIX Comparison
Open Charts AEPFX vs CCWIX
American Funds Europacific Growth F2
Price$51.63
Change+$2.46 (+5.00%)
VolumeN/A
Net Assets110.84B
Baird Chautauqua International Gr Instl
Price$18.64
Change+$1.18 (+6.76%)
VolumeN/A
Net Assets981.88M
AEPFX vs CCWIX Comparison Chart
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AEPFX vs. CCWIX commentary
Apr 11, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 111B vs. CCWIX (982M). AEPFX pays higher dividends than CCWIX: AEPFX (1.38) vs CCWIX (0.59). AEPFX was incepted earlier than CCWIX: AEPFX (17 years) vs CCWIX (9 years). CCWIX (0.86) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 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 : -2.19 vs. AEPFX (-14.96). CCWIX return over 5 years is better than : 63.77 vs. AEPFX (16.98).
| AEPFX | CCWIX | AEPFX / CCWIX | |
| Total Expense Ratio | 0.57 | 0.80 | 71% |
| Annual Report Gross Expense Ratio | 0.57 | 0.86 | 66% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -8.196 | -7.619 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 982M | 11,303% |
| Annual Yield % from dividends | 1.38 | 0.59 | 235% |
| Returns for 1 year | -14.96 | -2.19 | 682% |
| Returns for 3 years | -7.79 | 6.61 | -118% |
| Returns for 5 years | 16.98 | 63.77 | 27% |
| Returns for 10 years | 5.17 | N/A | - |
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