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AEPFX vs AIMOX
AEPFX vs AIMOX Comparison
Open Charts AEPFX vs AIMOX
American Funds EUPAC F2
Price$63.05
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets134.63B
AQR International Momentum Style I
Price$17.02
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets219.75M
AEPFX vs AIMOX Comparison Chart in %
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AEPFX vs. AIMOX commentary
Jan 17, 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 Hold and AIMOX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. AIMOX (220M). AEPFX (2.91) and AIMOX (2.83) have matching dividends . AEPFX was incepted earlier than AIMOX: AEPFX (17 years) vs AIMOX (17 years). AIMOX (0.72) is less costly to investors than AEPFX (0.58). AIMOX is a more actively managed with annual turnover of: 86.00 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than AIMOX: AEPFX (250) vs AIMOX (5000000). AIMOX annual gain was more profitable for investors over the last year : 23.29 vs. AEPFX (20.16). AIMOX return over 5 years is better than : 11.35 vs. AEPFX (-1.71).
| AEPFX | AIMOX | AEPFX / AIMOX | |
| Total Expense Ratio | 0.58 | 0.63 | 92% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 4.474 | 3.339 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 220M | 61,364% |
| Annual Yield % from dividends | 2.91 | 2.83 | 103% |
| Returns for 1 year | 20.16 | 23.29 | 87% |
| Returns for 3 years | 27.89 | 18.45 | 151% |
| Returns for 5 years | -1.71 | 11.35 | -15% |
| Returns for 10 years | 74.12 | 76.81 | 97% |
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