AEPCX
Price
$57.71
Change
-$0.04 (-0.07%)
Updated
Dec 24 closing price
Net Assets
134.15B
SIFZX
Price
$27.81
Change
+$0.07 (+0.25%)
Updated
Dec 11 closing price
Net Assets
79.6M
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AEPCX vs SIFZX

Header iconAEPCX vs SIFZX Comparison
Open Charts AEPCX vs SIFZXBanner chart's image
American Funds EUPAC C
Price$57.71
Change-$0.04 (-0.07%)
VolumeN/A
Net Assets134.15B
Saturna International Z
Price$27.81
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets79.6M
AEPCX vs SIFZX Comparison Chart in %
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AEPCX vs. SIFZX commentary
Dec 26, 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 SIFZX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. SIFZX (79.6M). AEPCX pays higher dividends than SIFZX: AEPCX (0.15) vs SIFZX (0.07). AEPCX was incepted earlier than SIFZX: AEPCX (25 years) vs SIFZX (9 years). AEPCX (1.57) is less costly to investors than SIFZX (0.73). AEPCX is a more actively managed with annual turnover of: 35.00 vs. SIFZX (19.00). AEPCX has a lower initial minimum investment than SIFZX: AEPCX (250) vs SIFZX (1000). AEPCX annual gain was more profitable for investors over the last year : 10.41 vs. SIFZX (3.82). SIFZX return over 5 years is better than : 14.30 vs. AEPCX (-10.79).
AEPCXSIFZXAEPCX / SIFZX
Total Expense Ratio1.570.73215%
Annual Report Gross Expense Ratio1.570.73215%
Fund Existence25 years9 years-
Gain YTD11.6905.978196%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets134B79.6M168,342%
Annual Yield % from dividends0.150.07212%
Returns for 1 year10.413.82273%
Returns for 3 years23.7432.9872%
Returns for 5 years-10.7914.30-75%
Returns for 10 years31.83N/A-
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