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AEPFX vs APHIX
AEPFX vs APHIX Comparison
Open Charts AEPFX vs APHIX
American Funds EUPAC F2
Price$63.80
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets135.4B
Artisan International Institutional
Price$35.61
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets5.85B
AEPFX vs APHIX Comparison Chart in %
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AEPFX vs. APHIX commentary
Sep 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 Buy and APHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. APHIX (5.85B). AEPFX pays higher dividends than APHIX: AEPFX (0.85) vs APHIX (0.77). 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 : 14.93 vs. AEPFX (5.94). AEPFX return over 5 years is better than : 19.62 vs. APHIX (15.42).
| 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 | 19.119 | 31.257 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 5.85B | 2,308% |
| Annual Yield % from dividends | 0.85 | 0.77 | 111% |
| Returns for 1 year | 5.94 | 14.93 | 40% |
| Returns for 3 years | 53.86 | 76.85 | 70% |
| Returns for 5 years | 19.62 | 15.42 | 127% |
| Returns for 10 years | 58.66 | 49.10 | 119% |
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