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CWVIX vs RERFX
CWVIX vs RERFX Comparison
Open Charts CWVIX vs RERFX
Calvert International Equity I
Price$25.95
Change+$0.58 (+2.29%)
VolumeN/A
Net Assets876.67M
American Funds Europacific Growth R5
Price$57.84
Change+$1.28 (+2.26%)
VolumeN/A
Net Assets129.02B
CWVIX vs RERFX Comparison Chart
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CWVIX vs. RERFX commentary
May 05, 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: 129B vs. CWVIX (877M). RERFX pays higher dividends than CWVIX: RERFX (1.39) vs CWVIX (1.24). 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 : 8.73 vs. RERFX (1.91). CWVIX return over 5 years is better than : 49.45 vs. RERFX (31.85).
| 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 | 8.714 | 7.790 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 877M | 129B | 1% |
| Annual Yield % from dividends | 1.24 | 1.39 | 89% |
| Returns for 1 year | 8.73 | 1.91 | 456% |
| Returns for 3 years | 20.94 | 13.67 | 153% |
| Returns for 5 years | 49.45 | 31.85 | 155% |
| Returns for 10 years | 59.57 | 20.40 | 292% |
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