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AEPFX vs APHIX
AEPFX vs APHIX Comparison
Open Charts AEPFX vs APHIX
American Funds EUPAC F2
Price$61.40
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Artisan International Institutional
Price$35.32
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets5.76B
AEPFX vs APHIX Comparison Chart in %
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AEPFX vs. APHIX 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 APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. APHIX (5.76B). 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 (0.58). APHIX is a more actively managed with annual turnover of: 83.27 vs. AEPFX (35.00). 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 : 21.24 vs. AEPFX (10.06). AEPFX return over 5 years is better than : 17.85 vs. APHIX (13.22).
| AEPFX | APHIX | AEPFX / APHIX | |
| Total Expense Ratio | 0.58 | 0.96 | 60% |
| Annual Report Gross Expense Ratio | 0.58 | 0.96 | 60% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 14.638 | 30.188 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 5.76B | 2,344% |
| Annual Yield % from dividends | 0.87 | 0.78 | 112% |
| Returns for 1 year | 10.06 | 21.24 | 47% |
| Returns for 3 years | 32.51 | 60.18 | 54% |
| Returns for 5 years | 17.85 | 13.22 | 135% |
| Returns for 10 years | 35.74 | 27.75 | 129% |
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