Interact to see
Advertisement
Advertisement
AEGFX vs FUEPX
AEGFX vs FUEPX Comparison
Open Charts AEGFX vs FUEPX
American Funds EUPAC F1
Price$63.56
Change-$1.61 (-2.47%)
VolumeN/A
Net Assets134.63B
American Funds EUPAC 529-F-2
Price$63.91
Change-$1.67 (-2.55%)
VolumeN/A
Net Assets134.63B
AEGFX vs FUEPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FUNDAMENTALS
Fundamentals
AEGFX (135B) and FUEPX (135B) have equal amount of cash in the bank . FUEPX pays higher dividends than AEGFX: FUEPX (2.76) vs AEGFX (2.59). 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 (18.66) and AEGFX (18.28) have marching annual gain over last year. FUEPX return over 5 years is better than : -1.75 vs. AEGFX (-4.23).
| 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 | 5.652 | 5.671 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 135B | 100% |
| Annual Yield % from dividends | 2.59 | 2.76 | 94% |
| Returns for 1 year | 18.28 | 18.66 | 98% |
| Returns for 3 years | 25.47 | 26.60 | 96% |
| Returns for 5 years | -4.23 | -1.75 | 242% |
| Returns for 10 years | 66.54 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| ITA | 234.49 | 3.33 | +1.44% |
| iShares US Aerospace & Defense ETF | |||
| PDT | 13.11 | 0.08 | +0.61% |
| John Hancock Premium Dividend Fund | |||
| MPA | 11.43 | 0.04 | +0.35% |
| Blackrock Muniyield Pennsylvania Quality Fund | |||
| MYCK | 25.06 | N/A | -0.02% |
| State Street® My2031 Corporate Bond ETF | |||
| HDG | 52.55 | -0.07 | -0.14% |
| ProShares Hedge Replication | |||