AEPFX
Price
$60.63
Change
+$0.13 (+0.21%)
Updated
Jul 3 closing price
Net Assets
134.48B
APHIX
Price
$34.39
Change
+$0.10 (+0.29%)
Updated
Jul 3 closing price
Net Assets
5.52B
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AEPFX vs APHIX

Header iconAEPFX vs APHIX Comparison
Open Charts AEPFX vs APHIXBanner chart's image
American Funds EUPAC F2
Price$60.63
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Artisan International Institutional
Price$34.39
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets5.52B
AEPFX vs APHIX Comparison Chart in %
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AEPFX vs. APHIX commentary
Jul 07, 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 APHIX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. APHIX (5.52B). AEPFX pays higher dividends than APHIX: AEPFX (0.87) vs APHIX (0.78). AEPFX was incepted earlier than APHIX: AEPFX (17 years) vs APHIX (28 years). APHIX (0.96) is less costly to investors than AEPFX (0.57). APHIX is a more actively managed with annual turnover of: 83.27 vs. AEPFX (30.00). AEPFX has a lower initial minimum investment than APHIX: AEPFX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : 18.05 vs. AEPFX (5.52). AEPFX return over 5 years is better than : 20.04 vs. APHIX (15.26).
AEPFXAPHIXAEPFX / APHIX
Total Expense Ratio0.570.9659%
Annual Report Gross Expense Ratio0.570.9659%
Fund Existence17 years28 years-
Gain YTD13.20026.76049%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B5.52B2,428%
Annual Yield % from dividends0.870.78112%
Returns for 1 year5.5218.0531%
Returns for 3 years32.2754.4859%
Returns for 5 years20.0415.26131%
Returns for 10 years34.4424.51141%
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