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CWVIX vs RERFX
CWVIX vs RERFX Comparison
Open Charts CWVIX vs RERFX
Calvert International Equity I
Price$26.90
Change+$0.15 (+0.56%)
VolumeN/A
Net Assets898.03M
American Funds EUPAC R5
Price$60.86
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
CWVIX vs RERFX Comparison Chart
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CWVIX vs. RERFX commentary
Jun 07, 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 Buy and RERFX is a Buy.
FUNDAMENTALS
Fundamentals
RERFX has more cash in the bank: 133B vs. CWVIX (898M). RERFX pays higher dividends than CWVIX: RERFX (1.32) vs CWVIX (1.19). 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 : 6.07 vs. RERFX (3.20). CWVIX return over 5 years is better than : 33.74 vs. RERFX (20.07).
| 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 | 12.065 | 13.418 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 898M | 133B | 1% |
| Annual Yield % from dividends | 1.19 | 1.32 | 91% |
| Returns for 1 year | 6.07 | 3.20 | 190% |
| Returns for 3 years | 24.22 | 17.84 | 136% |
| Returns for 5 years | 33.74 | 20.07 | 168% |
| Returns for 10 years | 66.02 | 28.09 | 235% |
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