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AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets134.41B
Baird Chautauqua International Gr I
Price$21.11
Change-$0.33 (-1.54%)
VolumeN/A
Net Assets1.44B
AEPFX vs CCWSX Comparison Chart
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AEPFX vs. CCWSX commentary
Jun 15, 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 CCWSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. CCWSX (1.44B). AEPFX pays higher dividends than CCWSX: AEPFX (1.27) vs CCWSX (0.40). AEPFX was incepted earlier than CCWSX: AEPFX (17 years) vs CCWSX (9 years). CCWSX (1.09) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 vs. CCWSX (18.00). AEPFX has a lower initial minimum investment than CCWSX: AEPFX (250) vs CCWSX (2500). CCWSX annual gain was more profitable for investors over the last year : 19.11 vs. AEPFX (3.81). CCWSX return over 5 years is better than : 68.88 vs. AEPFX (22.11).
| AEPFX | CCWSX | AEPFX / CCWSX | |
| Total Expense Ratio | 0.57 | 1.05 | 54% |
| Annual Report Gross Expense Ratio | 0.57 | 1.09 | 52% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 9.951 | 14.347 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.44B | 9,338% |
| Annual Yield % from dividends | 1.27 | 0.40 | 319% |
| Returns for 1 year | 3.81 | 19.11 | 20% |
| Returns for 3 years | 28.26 | 55.29 | 51% |
| Returns for 5 years | 22.11 | 68.88 | 32% |
| Returns for 10 years | 28.52 | N/A | - |
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