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AEGFX vs FUEPX
AEGFX vs FUEPX Comparison
Open Charts AEGFX vs FUEPX
American Funds EUPAC F1
Price$60.42
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.48B
American Funds EUPAC 529-F-2
Price$60.75
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
AEGFX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEGFX (134B) and FUEPX (134B) have equal amount of cash in the bank . FUEPX pays higher dividends than AEGFX: FUEPX (0.87) vs AEGFX (0.67). AEGFX was incepted earlier than FUEPX: AEGFX (24 years) vs FUEPX (5 years). AEGFX (0.86) is less costly to investors than FUEPX (0.57). AEGFX (30.00) and FUEPX (30.00) have comparable annual turnover. AEGFX (250) and FUEPX (250) have matching initial minimum investment requirements. FUEPX annual gain was more profitable for investors over the last year : 5.52 vs. AEGFX (5.20).
| AEGFX | FUEPX | AEGFX / FUEPX | |
| Total Expense Ratio | 0.86 | 0.57 | 151% |
| Annual Report Gross Expense Ratio | 0.86 | 0.57 | 151% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 13.019 | 13.192 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 134B | 100% |
| Annual Yield % from dividends | 0.67 | 0.87 | 77% |
| Returns for 1 year | 5.20 | 5.52 | 94% |
| Returns for 3 years | 29.67 | 32.27 | 92% |
| Returns for 5 years | 16.84 | N/A | - |
| Returns for 10 years | 27.31 | N/A | - |
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