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AEPCX vs APDIX
AEPCX vs APDIX Comparison
Open Charts AEPCX vs APDIX
American Funds EUPAC C
Price$59.44
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets133.49B
Artisan International Advisor
Price$34.68
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets5.76B
AEPCX vs APDIX Comparison Chart in %
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AEPCX vs. APDIX commentary
Sep 08, 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 AEPCX is a Hold and APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. APDIX (5.76B). APDIX pays higher dividends than AEPCX: APDIX (0.73) vs AEPCX (0.16). AEPCX was incepted earlier than APDIX: AEPCX (25 years) vs APDIX (10 years). AEPCX (1.57) is less costly to investors than APDIX (1.05). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than APDIX: AEPCX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 16.75 vs. AEPCX (7.59). APDIX return over 5 years is better than : 10.35 vs. AEPCX (7.78).
| AEPCX | APDIX | AEPCX / APDIX | |
| Total Expense Ratio | 1.57 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.57 | 1.05 | 150% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 15.038 | 29.855 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 5.76B | 2,308% |
| Annual Yield % from dividends | 0.16 | 0.73 | 22% |
| Returns for 1 year | 7.59 | 16.75 | 45% |
| Returns for 3 years | 32.65 | 61.09 | 53% |
| Returns for 5 years | 7.78 | 10.35 | 75% |
| Returns for 10 years | 34.34 | 36.59 | 94% |
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