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AEPFX vs APDIX
AEPFX vs APDIX Comparison
Open Charts AEPFX vs APDIX
American Funds EUPAC F2
Price$63.02
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Artisan International Advisor
Price$31.44
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets6.02B
AEPFX vs APDIX Comparison Chart in %
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AEPFX vs. APDIX commentary
Jan 15, 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 APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. APDIX (6.02B). AEPFX pays higher dividends than APDIX: AEPFX (2.91) vs APDIX (1.80). AEPFX was incepted earlier than APDIX: AEPFX (17 years) vs APDIX (11 years). APDIX (1.05) is less costly to investors than AEPFX (0.58). APDIX is a more actively managed with annual turnover of: 111.26 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than APDIX: AEPFX (250) vs APDIX (250000). AEPFX annual gain was more profitable for investors over the last year : 21.25 vs. APDIX (19.55). AEPFX return over 5 years is better than : -1.76 vs. APDIX (-4.27).
| 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 | 11 years | - |
| Gain YTD | 4.424 | 6.037 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.02B | 2,241% |
| Annual Yield % from dividends | 2.91 | 1.80 | 162% |
| Returns for 1 year | 21.25 | 19.55 | 109% |
| Returns for 3 years | 27.83 | 26.90 | 103% |
| Returns for 5 years | -1.76 | -4.27 | 41% |
| Returns for 10 years | 74.04 | 35.65 | 208% |
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