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AEGFX vs FUEPX
AEGFX vs FUEPX Comparison
Open Charts AEGFX vs FUEPX
American Funds EUPAC F1
Price$65.57
Change-$1.12 (-1.68%)
VolumeN/A
Net Assets138.83B
American Funds EUPAC 529-F-2
Price$65.99
Change-$1.13 (-1.68%)
VolumeN/A
Net Assets138.83B
AEGFX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEGFX (139B) and FUEPX (139B) have equal amount of cash in the bank . FUEPX pays higher dividends than AEGFX: FUEPX (0.80) vs AEGFX (0.62). AEGFX was incepted earlier than FUEPX: AEGFX (25 years) vs FUEPX (5 years). AEGFX (0.86) is less costly to investors than FUEPX (0.59). AEGFX (35.00) and FUEPX (35.00) have comparable annual turnover. AEGFX (250) and FUEPX (250) have matching initial minimum investment requirements. FUEPX (17.54) and AEGFX (17.19) have marching annual gain over last year. FUEPX return over 5 years is better than : 13.38 vs. AEGFX (10.40).
| AEGFX | FUEPX | AEGFX / FUEPX | |
| Total Expense Ratio | 0.86 | 0.59 | 146% |
| Annual Report Gross Expense Ratio | 0.86 | 0.59 | 146% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 24.747 | 25.061 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 139B | 100% |
| Annual Yield % from dividends | 0.62 | 0.80 | 77% |
| Returns for 1 year | 17.19 | 17.54 | 98% |
| Returns for 3 years | 36.98 | 39.72 | 93% |
| Returns for 5 years | 10.40 | 13.38 | 78% |
| Returns for 10 years | 48.73 | N/A | - |
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