Interact to see
Advertisement
Advertisement
AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds EUPAC F2
Price$65.71
Change+$0.52 (+0.80%)
VolumeN/A
Net Assets134.15B
Invesco EQV International Equity R
Price$23.67
Change+$0.12 (+0.51%)
VolumeN/A
Net Assets1.89B
AEPFX vs AIERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. AIERX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. AIERX (1.89B). 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 : 12.70 vs. AIERX (5.12). AEPFX return over 5 years is better than : 5.23 vs. AIERX (-29.03).
| 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 | 21.490 | 13.150 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.89B | 7,082% |
| Annual Yield % from dividends | 0.81 | 2.23 | 36% |
| Returns for 1 year | 12.70 | 5.12 | 248% |
| Returns for 3 years | 32.18 | 7.85 | 410% |
| Returns for 5 years | 5.23 | -29.03 | -18% |
| Returns for 10 years | 50.19 | -19.33 | -260% |