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AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
American Funds Europacific Growth F2
Price$51.63
Change+$2.46 (+5.00%)
VolumeN/A
Net Assets110.84B
Baird Chautauqua International Gr I
Price$18.48
Change+$1.17 (+6.76%)
VolumeN/A
Net Assets981.88M
AEPFX vs CCWSX Comparison Chart
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AEPFX vs. CCWSX 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 CCWSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 111B vs. CCWSX (982M). AEPFX pays higher dividends than CCWSX: AEPFX (1.38) vs CCWSX (0.42). AEPFX was incepted earlier than CCWSX: AEPFX (17 years) vs CCWSX (9 years). CCWSX (1.11) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 vs. CCWSX (12.00). 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 : -2.43 vs. AEPFX (-14.96). CCWSX return over 5 years is better than : 61.71 vs. AEPFX (16.98).
| AEPFX | CCWSX | AEPFX / CCWSX | |
| Total Expense Ratio | 0.57 | 1.05 | 54% |
| Annual Report Gross Expense Ratio | 0.57 | 1.11 | 51% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | -8.196 | -7.680 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 982M | 11,303% |
| Annual Yield % from dividends | 1.38 | 0.42 | 325% |
| Returns for 1 year | -14.96 | -2.43 | 614% |
| Returns for 3 years | -7.79 | 5.82 | -134% |
| Returns for 5 years | 16.98 | 61.71 | 28% |
| Returns for 10 years | 5.17 | N/A | - |
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