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AEPFX vs APDIX
AEPFX vs APDIX Comparison
Open Charts AEPFX vs APDIX
American Funds EUPAC F2
Price$61.40
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Artisan International Advisor
Price$34.91
Change-$0.12 (-0.34%)
VolumeN/A
Net Assets5.76B
AEPFX vs APDIX Comparison Chart in %
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AEPFX vs. APDIX commentary
Jul 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 Hold and APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. APDIX (5.76B). AEPFX pays higher dividends than APDIX: AEPFX (0.87) vs APDIX (0.74). AEPFX was incepted earlier than APDIX: AEPFX (17 years) vs APDIX (10 years). APDIX (1.05) is less costly to investors than AEPFX (0.58). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than APDIX: AEPFX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 21.01 vs. AEPFX (10.06). AEPFX return over 5 years is better than : 17.85 vs. APDIX (12.34).
| AEPFX | APDIX | AEPFX / APDIX | |
| Total Expense Ratio | 0.58 | 1.05 | 55% |
| Annual Report Gross Expense Ratio | 0.58 | 1.05 | 55% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 14.638 | 30.116 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 5.76B | 2,344% |
| Annual Yield % from dividends | 0.87 | 0.74 | 118% |
| Returns for 1 year | 10.06 | 21.01 | 48% |
| Returns for 3 years | 32.51 | 59.57 | 55% |
| Returns for 5 years | 17.85 | 12.34 | 145% |
| Returns for 10 years | 35.74 | 26.14 | 137% |
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