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AEPFX vs APHIX
AEPFX vs APHIX Comparison
Open Charts AEPFX vs APHIX
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.
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).
| AEPFX | APHIX | AEPFX / APHIX | |
| Total Expense Ratio | 0.57 | 0.96 | 59% |
| Annual Report Gross Expense Ratio | 0.57 | 0.96 | 59% |
| Fund Existence | 17 years | 28 years | - |
| Gain YTD | 13.200 | 26.760 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 5.52B | 2,428% |
| Annual Yield % from dividends | 0.87 | 0.78 | 112% |
| Returns for 1 year | 5.52 | 18.05 | 31% |
| Returns for 3 years | 32.27 | 54.48 | 59% |
| Returns for 5 years | 20.04 | 15.26 | 131% |
| Returns for 10 years | 34.44 | 24.51 | 141% |
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