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AEPCX vs SIFZX
AEPCX vs SIFZX Comparison
Open Charts AEPCX vs SIFZX
American Funds EUPAC C
Price$60.62
Change-$0.36 (-0.59%)
VolumeN/A
Net Assets134.63B
Saturna International Z
Price$27.60
Change-$0.04 (-0.14%)
VolumeN/A
Net Assets85M
AEPCX vs SIFZX Comparison Chart in %
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AEPCX vs. SIFZX commentary
Feb 05, 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 SIFZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. SIFZX (85M). AEPCX pays higher dividends than SIFZX: AEPCX (2.16) vs SIFZX (0.46). 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 : 16.92 vs. SIFZX (10.39). SIFZX return over 5 years is better than : 18.52 vs. AEPCX (-7.96).
| AEPCX | SIFZX | AEPCX / SIFZX | |
| Total Expense Ratio | 1.57 | 0.73 | 215% |
| Annual Report Gross Expense Ratio | 1.57 | 0.73 | 215% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 5.557 | 7.722 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 85M | 158,824% |
| Annual Yield % from dividends | 2.16 | 0.46 | 470% |
| Returns for 1 year | 16.92 | 10.39 | 163% |
| Returns for 3 years | 21.95 | 32.70 | 67% |
| Returns for 5 years | -7.96 | 18.52 | -43% |
| Returns for 10 years | 58.40 | N/A | - |
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