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AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds EUPAC F2
Price$63.77
Change-$1.68 (-2.57%)
VolumeN/A
Net Assets134.63B
Invesco EQV International Equity R
Price$21.05
Change-$2.55 (-10.81%)
VolumeN/A
Net Assets1.9B
AEPFX vs AIERX Comparison Chart in %
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AEPFX vs. AIERX 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 AEPFX is a Buy and AIERX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. AIERX (1.9B). AEPFX pays higher dividends than AIERX: AEPFX (2.77) vs AIERX (1.66). AEPFX was incepted earlier than AIERX: AEPFX (18 years) vs AIERX (24 years). AIERX (1.52) is less costly to investors than AEPFX (0.58). AIERX is a more actively managed with annual turnover of: 50.00 vs. AEPFX (35.00). 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 : 18.64 vs. AIERX (0.53). AEPFX return over 5 years is better than : -1.75 vs. AIERX (-31.93).
| AEPFX | AIERX | AEPFX / AIERX | |
| Total Expense Ratio | 0.58 | 1.52 | 38% |
| Annual Report Gross Expense Ratio | 0.58 | 1.52 | 38% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 5.667 | 3.746 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.9B | 7,098% |
| Annual Yield % from dividends | 2.77 | 1.66 | 167% |
| Returns for 1 year | 18.64 | 0.53 | 3,528% |
| Returns for 3 years | 26.58 | 3.82 | 695% |
| Returns for 5 years | -1.75 | -31.93 | 5% |
| Returns for 10 years | 76.37 | -18.18 | -420% |
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