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CWVIX vs RERFX
CWVIX vs RERFX Comparison
Open Charts CWVIX vs RERFX
Calvert International Equity I
Price$24.54
Change-$0.40 (-1.60%)
VolumeN/A
Net Assets901.35M
American Funds Europacific Growth R5
Price$54.06
Change-$1.56 (-2.80%)
VolumeN/A
Net Assets125.35B
CWVIX vs RERFX Comparison Chart
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CWVIX vs. RERFX commentary
Apr 04, 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 CWVIX is a Hold and RERFX is a Hold.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 125B vs. CWVIX (901M). RERFX pays higher dividends than CWVIX: RERFX (1.43) vs CWVIX (1.29). CWVIX was incepted earlier than RERFX: CWVIX (26 years) vs RERFX (23 years). CWVIX (0.95) is less costly to investors than RERFX (0.52). RERFX is a more actively managed with annual turnover of: 30.00 vs. CWVIX (23.00). RERFX has a lower initial minimum investment than CWVIX: RERFX (250) vs CWVIX (1000000). CWVIX annual gain was more profitable for investors over the last year : 3.77 vs. RERFX (-6.55). CWVIX return over 5 years is better than : 56.80 vs. RERFX (38.26).
| CWVIX | RERFX | CWVIX / RERFX | |
| Total Expense Ratio | 0.89 | 0.52 | 171% |
| Annual Report Gross Expense Ratio | 0.95 | 0.52 | 183% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 4.483 | 0.745 | 601% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 125B | 1% |
| Annual Yield % from dividends | 1.29 | 1.43 | 90% |
| Returns for 1 year | 3.77 | -6.55 | -58% |
| Returns for 3 years | 6.94 | -3.72 | -186% |
| Returns for 5 years | 56.80 | 38.26 | 148% |
| Returns for 10 years | 54.70 | 12.37 | 442% |
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