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AEPFX vs CCWIX
AEPFX vs CCWIX Comparison
Open Charts AEPFX vs CCWIX
American Funds Europacific Growth F2
Price$54.65
Change+$0.17 (+0.31%)
VolumeN/A
Net Assets127.3B
Baird Chautauqua International Gr Instl
Price$19.17
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets1.04B
AEPFX vs CCWIX Comparison Chart
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AEPFX vs. CCWIX commentary
Jan 19, 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 Buy and CCWIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 127B vs. CCWIX (1.04B). AEPFX pays higher dividends than CCWIX: AEPFX (1.75) vs CCWIX (0.20). AEPFX was incepted earlier than CCWIX: AEPFX (16 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 : 15.28 vs. AEPFX (4.19). CCWIX return over 5 years is better than : 48.46 vs. AEPFX (3.14).
| AEPFX | CCWIX | AEPFX / CCWIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | 2.035 | 1.429 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 10000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 127B | 1.04B | 12,200% |
| Annual Yield % from dividends | 1.75 | 0.20 | 895% |
| Returns for 1 year | 4.19 | 15.28 | 27% |
| Returns for 3 years | -6.90 | 8.95 | -77% |
| Returns for 5 years | 3.14 | 48.46 | 6% |
| Returns for 10 years | 27.21 | N/A | - |