AEPCX
Price
$59.44
Change
+$0.30 (+0.51%)
Updated
Sep 5 closing price
Net Assets
133.49B
JOHIX
Price
$27.01
Change
+$0.20 (+0.75%)
Updated
Sep 4 closing price
Net Assets
2.96B
Interact to see
Advertisement

AEPCX vs JOHIX

Header iconAEPCX vs JOHIX Comparison
Open Charts AEPCX vs JOHIXBanner chart's image
American Funds EUPAC C
Price$59.44
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets133.49B
JOHCM International Select Institutional
Price$27.01
Change+$0.20 (+0.75%)
VolumeN/A
Net Assets2.96B
AEPCX vs JOHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AEPCX vs. JOHIX commentary
Sep 09, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. JOHIX (2.96B). JOHIX pays higher dividends than AEPCX: JOHIX (1.43) vs AEPCX (0.16). AEPCX was incepted earlier than JOHIX: AEPCX (25 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 : 13.41 vs. AEPCX (7.59). AEPCX (7.78) and JOHIX (7.51) have equivalent 5 years return.
AEPCXJOHIXAEPCX / JOHIX
Total Expense Ratio1.570.98160%
Annual Report Gross Expense Ratio1.570.98160%
Fund Existence25 years16 years-
Gain YTD15.03819.05479%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133B2.96B4,496%
Annual Yield % from dividends0.161.4311%
Returns for 1 year7.5913.4157%
Returns for 3 years32.6548.1468%
Returns for 5 years7.787.51104%
Returns for 10 years34.3467.4951%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RYBIX88.841.49
+1.71%
Rydex Basic Materials Inv
SRECX13.620.13
+0.96%
PGIM Select Real Estate C
TASMX29.920.07
+0.23%
Transamerica Small/Mid Cap Value R6
MSTQX13.88-0.02
-0.14%
Morningstar US Equity
TGIHX16.28-0.05
-0.31%
Nuveen Core Equity I