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AEGFX vs APDIX
AEGFX vs APDIX Comparison
Open Charts AEGFX vs APDIX
American Funds EUPAC F1
Price$64.92
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
Artisan International Advisor
Price$35.02
Change-$0.21 (-0.60%)
VolumeN/A
Net Assets6.13B
AEGFX vs APDIX Comparison Chart in %
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AEGFX vs. APDIX commentary
Oct 19, 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 AEGFX is a Buy and APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. APDIX (6.13B). APDIX pays higher dividends than AEGFX: APDIX (0.71) vs AEGFX (0.63). AEGFX was incepted earlier than APDIX: AEGFX (25 years) vs APDIX (11 years). APDIX (1.05) is less costly to investors than AEGFX (0.86). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than APDIX: AEGFX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 14.88 vs. AEGFX (11.04). AEGFX return over 5 years is better than : 13.82 vs. APDIX (10.46).
| AEGFX | APDIX | AEGFX / APDIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 21.437 | 30.526 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 6.13B | 2,250% |
| Annual Yield % from dividends | 0.63 | 0.71 | 90% |
| Returns for 1 year | 11.04 | 14.88 | 74% |
| Returns for 3 years | 48.71 | 65.24 | 75% |
| Returns for 5 years | 13.82 | 10.46 | 132% |
| Returns for 10 years | 42.45 | 36.43 | 117% |
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