AEPCX
Price
$59.68
Change
+$0.35 (+0.59%)
Updated
Aug 15 closing price
Net Assets
135.22B
JOHIX
Price
$27.17
Change
+$0.21 (+0.78%)
Updated
Aug 15 closing price
Net Assets
3.05B
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AEPCX vs JOHIX

Header iconAEPCX vs JOHIX Comparison
Open Charts AEPCX vs JOHIXBanner chart's image
American Funds EUPAC C
Price$59.68
Change+$0.35 (+0.59%)
VolumeN/A
Net Assets135.22B
JOHCM International Select Institutional
Price$27.17
Change+$0.21 (+0.78%)
VolumeN/A
Net Assets3.05B
AEPCX vs JOHIX Comparison Chart in %
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AEPCX vs. JOHIX commentary
Aug 18, 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 JOHIX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. JOHIX (3.05B). JOHIX pays higher dividends than AEPCX: JOHIX (1.51) vs AEPCX (0.17). AEPCX was incepted earlier than JOHIX: AEPCX (24 years) vs JOHIX (16 years). AEPCX (1.57) is less costly to investors than JOHIX (0.98). JOHIX is a more actively managed with annual turnover of: 77.73 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than JOHIX: AEPCX (250) vs JOHIX (100000). JOHIX annual gain was more profitable for investors over the last year : 14.40 vs. AEPCX (7.17). AEPCX return over 5 years is better than : 8.82 vs. JOHIX (5.86).
AEPCXJOHIXAEPCX / JOHIX
Total Expense Ratio1.570.98160%
Annual Report Gross Expense Ratio1.570.98160%
Fund Existence24 years16 years-
Gain YTD15.50219.01082%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B3.05B4,423%
Annual Yield % from dividends0.171.5111%
Returns for 1 year7.1714.4050%
Returns for 3 years22.1734.2665%
Returns for 5 years8.825.86151%
Returns for 10 years26.7655.8448%
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