Interact to see
Advertisement
Advertisement
AEPFX vs CCWSX
AEPFX vs CCWSX Comparison
Open Charts AEPFX vs CCWSX
American Funds EUPAC F2
Price$65.58
Change+$0.39 (+0.60%)
VolumeN/A
Net Assets136.89B
Baird Chautauqua International Gr I
Price$22.44
Change+$0.10 (+0.45%)
VolumeN/A
Net Assets1.52B
AEPFX vs CCWSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. CCWSX commentary
Oct 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. CCWSX (1.52B). AEPFX pays higher dividends than CCWSX: AEPFX (0.82) vs CCWSX (0.37). AEPFX was incepted earlier than CCWSX: AEPFX (17 years) vs CCWSX (10 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 : 15.84 vs. AEPFX (13.51). CCWSX return over 5 years is better than : 46.03 vs. AEPFX (17.36).
| 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 | 10 years | - |
| Gain YTD | 22.442 | 19.147 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.52B | 9,031% |
| Annual Yield % from dividends | 0.82 | 0.37 | 220% |
| Returns for 1 year | 13.51 | 15.84 | 85% |
| Returns for 3 years | 53.21 | 67.98 | 78% |
| Returns for 5 years | 17.36 | 46.03 | 38% |
| Returns for 10 years | 49.19 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement