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AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets133.49B
Baird Chautauqua International Gr I
Price$21.73
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets1.47B
AEPFX vs CCWSX Comparison Chart in %
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AEPFX vs. CCWSX commentary
Sep 08, 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: 133B vs. CCWSX (1.47B). AEPFX pays higher dividends than CCWSX: AEPFX (0.85) vs CCWSX (0.39). 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 : 17.51 vs. AEPFX (8.92). CCWSX return over 5 years is better than : 53.77 vs. AEPFX (14.67).
| 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 | 15.963 | 16.000 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.47B | 9,060% |
| Annual Yield % from dividends | 0.85 | 0.39 | 221% |
| Returns for 1 year | 8.92 | 17.51 | 51% |
| Returns for 3 years | 38.00 | 49.78 | 76% |
| Returns for 5 years | 14.67 | 53.77 | 27% |
| Returns for 10 years | 47.81 | N/A | - |
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