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AEPFX vs APDIX
AEPFX vs APDIX Comparison
Open Charts AEPFX vs APDIX
American Funds EUPAC F2
Price$60.63
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Artisan International Advisor
Price$34.00
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets5.52B
AEPFX vs APDIX Comparison Chart in %
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AEPFX vs. APDIX commentary
Jul 06, 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 APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. APDIX (5.52B). 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 (0.57). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEPFX (30.00). 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 : 17.81 vs. AEPFX (5.52). AEPFX return over 5 years is better than : 20.04 vs. APDIX (14.39).
| AEPFX | APDIX | AEPFX / APDIX | |
| Total Expense Ratio | 0.57 | 1.05 | 54% |
| Annual Report Gross Expense Ratio | 0.57 | 1.05 | 54% |
| Fund Existence | 17 years | 10 years | - |
| Gain YTD | 13.200 | 26.724 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 5.52B | 2,428% |
| Annual Yield % from dividends | 0.87 | 0.74 | 118% |
| Returns for 1 year | 5.52 | 17.81 | 31% |
| Returns for 3 years | 32.27 | 53.91 | 60% |
| Returns for 5 years | 20.04 | 14.39 | 139% |
| Returns for 10 years | 34.44 | 22.98 | 150% |
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