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AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
American Funds EUPAC F2
Price$62.32
Change+$0.36 (+0.58%)
VolumeN/A
Net Assets135.22B
Baird Chautauqua International Gr I
Price$21.53
Change+$0.17 (+0.80%)
VolumeN/A
Net Assets1.46B
AEPFX vs CCWSX Comparison Chart in %
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AEPFX vs. CCWSX commentary
Aug 18, 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 CCWSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. CCWSX (1.46B). AEPFX pays higher dividends than CCWSX: AEPFX (0.88) 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 (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 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 : 16.83 vs. AEPFX (8.50). CCWSX return over 5 years is better than : 54.26 vs. AEPFX (15.75).
| AEPFX | CCWSX | AEPFX / CCWSX | |
| Total Expense Ratio | 0.58 | 1.05 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.09 | 53% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 16.355 | 14.827 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.46B | 9,272% |
| Annual Yield % from dividends | 0.88 | 0.40 | 222% |
| Returns for 1 year | 8.50 | 16.83 | 51% |
| Returns for 3 years | 27.06 | 35.73 | 76% |
| Returns for 5 years | 15.75 | 54.26 | 29% |
| Returns for 10 years | 39.45 | N/A | - |
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