AEPFX
Price
$58.89
Change
-$0.80 (-1.34%)
Updated
Jun 13 closing price
Net Assets
132.56B
RERGX
Price
$59.10
Change
-$0.80 (-1.34%)
Updated
Jun 13 closing price
Net Assets
132.56B
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AEPFX vs RERGX

Header iconAEPFX vs RERGX Comparison
Open Charts AEPFX vs RERGXBanner chart's image
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
American Funds EUPAC R6
Price$59.10
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
AEPFX vs RERGX Comparison Chart
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AEPFX vs. RERGX commentary
Jun 15, 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 RERGX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX (133B) and RERGX (133B) have equal amount of cash in the bank . RERGX pays higher dividends than AEPFX: RERGX (1.37) vs AEPFX (1.27). AEPFX was incepted earlier than RERGX: AEPFX (17 years) vs RERGX (16 years). AEPFX (0.57) is less costly to investors than RERGX (0.47). AEPFX (30.00) and RERGX (30.00) have comparable annual turnover. AEPFX (250) and RERGX (250) have matching initial minimum investment requirements. RERGX (3.95) and AEPFX (3.81) have marching annual gain over last year. AEPFX return over 5 years is better than : 22.11 vs. RERGX (20.61).
AEPFXRERGXAEPFX / RERGX
Total Expense Ratio0.570.47121%
Annual Report Gross Expense Ratio0.570.47121%
Fund Existence17 years16 years-
Gain YTD9.95110.01599%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets133B133B100%
Annual Yield % from dividends1.271.3793%
Returns for 1 year3.813.9597%
Returns for 3 years28.2626.91105%
Returns for 5 years22.1120.61107%
Returns for 10 years28.5223.65121%
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