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AEPCX vs APHIX
AEPCX vs APHIX Comparison
Open Charts AEPCX vs APHIX
American Funds EUPAC C
Price$60.98
Change-$1.60 (-2.56%)
VolumeN/A
Net Assets134.63B
Artisan International Institutional
Price$32.88
Change-$3.49 (-9.60%)
VolumeN/A
Net Assets6.02B
AEPCX vs APHIX Comparison Chart in %
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AEPCX vs. APHIX commentary
Feb 04, 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 AEPCX is a Buy and APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. APHIX (6.02B). AEPCX pays higher dividends than APHIX: AEPCX (2.16) vs APHIX (1.73). AEPCX was incepted earlier than APHIX: AEPCX (25 years) vs APHIX (29 years). AEPCX (1.57) is less costly to investors than APHIX (0.96). APHIX is a more actively managed with annual turnover of: 111.26 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than APHIX: AEPCX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : 18.26 vs. AEPCX (16.92). APHIX return over 5 years is better than : -1.55 vs. AEPCX (-7.96).
| AEPCX | APHIX | AEPCX / APHIX | |
| Total Expense Ratio | 1.57 | 0.96 | 164% |
| Annual Report Gross Expense Ratio | 1.57 | 0.96 | 164% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 5.557 | 9.381 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.02B | 2,241% |
| Annual Yield % from dividends | 2.16 | 1.73 | 125% |
| Returns for 1 year | 16.92 | 18.26 | 93% |
| Returns for 3 years | 21.95 | 32.55 | 67% |
| Returns for 5 years | -7.96 | -1.55 | 515% |
| Returns for 10 years | 58.40 | 41.14 | 142% |
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