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AEGFX vs APDIX
AEGFX vs APDIX Comparison
Open Charts AEGFX vs APDIX
American Funds EUPAC F1
Price$63.56
Change-$1.61 (-2.47%)
VolumeN/A
Net Assets134.63B
Artisan International Advisor
Price$32.43
Change-$3.52 (-9.79%)
VolumeN/A
Net Assets6.02B
AEGFX vs APDIX Comparison Chart in %
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AEGFX vs. APDIX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. APDIX (6.02B). AEGFX pays higher dividends than APDIX: AEGFX (2.59) vs APDIX (1.67). 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: 111.26 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than APDIX: AEGFX (250) vs APDIX (250000). AEGFX (18.28) and APDIX (17.86) have marching annual gain over last year. APDIX return over 5 years is better than : -2.51 vs. AEGFX (-4.23).
| 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 | 5.652 | 9.376 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.02B | 2,241% |
| Annual Yield % from dividends | 2.59 | 1.67 | 155% |
| Returns for 1 year | 18.28 | 17.86 | 102% |
| Returns for 3 years | 25.47 | 31.71 | 80% |
| Returns for 5 years | -4.23 | -2.51 | 169% |
| Returns for 10 years | 66.54 | 39.07 | 170% |
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