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AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds EUPAC F2
Price$60.44
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets134.15B
Invesco EQV International Equity R
Price$20.41
Change+$0.06 (+0.29%)
VolumeN/A
Net Assets1.87B
AEPFX vs AIERX Comparison Chart in %
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AEPFX vs. AIERX commentary
Dec 28, 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 AEPFX is a Buy and AIERX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. AIERX (1.87B). AIERX pays higher dividends than AEPFX: AIERX (2.23) vs AEPFX (0.81). AEPFX was incepted earlier than AIERX: AEPFX (17 years) vs AIERX (24 years). AIERX (1.52) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. AIERX (28.00). AEPFX has a lower initial minimum investment than AIERX: AEPFX (250) vs AIERX (1000). AEPFX annual gain was more profitable for investors over the last year : 11.76 vs. AIERX (-2.86). AEPFX return over 5 years is better than : -5.15 vs. AIERX (-31.77).
| AEPFX | AIERX | AEPFX / AIERX | |
| Total Expense Ratio | 0.58 | 1.52 | 38% |
| Annual Report Gross Expense Ratio | 0.58 | 1.52 | 38% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | 12.845 | -1.686 | -762% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.87B | 7,150% |
| Annual Yield % from dividends | 0.81 | 2.23 | 36% |
| Returns for 1 year | 11.76 | -2.86 | -412% |
| Returns for 3 years | 27.70 | 8.52 | 325% |
| Returns for 5 years | -5.15 | -31.77 | 16% |
| Returns for 10 years | 45.15 | -28.60 | -158% |
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