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AEPCX vs APHIX
AEPCX vs APHIX Comparison
Open Charts AEPCX vs APHIX
American Funds EUPAC C
Price$62.33
Change-$0.26 (-0.42%)
VolumeN/A
Net Assets137.06B
Artisan International Institutional
Price$35.43
Change-$0.22 (-0.62%)
VolumeN/A
Net Assets6.13B
AEPCX vs APHIX Comparison Chart in %
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AEPCX vs. APHIX commentary
Oct 19, 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 Buy and APHIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. APHIX (6.13B). APHIX pays higher dividends than AEPCX: APHIX (0.75) vs AEPCX (0.16). AEPCX was incepted earlier than APHIX: AEPCX (25 years) vs APHIX (28 years). AEPCX (1.57) is less costly to investors than APHIX (0.96). APHIX is a more actively managed with annual turnover of: 83.27 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 : 15.08 vs. AEPCX (10.02). APHIX return over 5 years is better than : 11.27 vs. AEPCX (9.92).
| 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 | 28 years | - |
| Gain YTD | 20.631 | 30.593 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.13B | 2,233% |
| Annual Yield % from dividends | 0.16 | 0.75 | 21% |
| Returns for 1 year | 10.02 | 15.08 | 66% |
| Returns for 3 years | 45.85 | 65.89 | 70% |
| Returns for 5 years | 9.92 | 11.27 | 88% |
| Returns for 10 years | 36.76 | 38.09 | 97% |
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