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AEPFX vs SGQIX
AEPFX vs SGQIX Comparison
Open Charts AEPFX vs SGQIX
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
DWS International Growth Inst
Price$43.87
Change-$0.75 (-1.68%)
VolumeN/A
Net Assets465.26M
AEPFX vs SGQIX Comparison Chart
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AEPFX vs. SGQIX commentary
Jun 16, 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 SGQIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. SGQIX (465M). SGQIX (1.33) and AEPFX (1.27) have matching dividends . AEPFX was incepted earlier than SGQIX: AEPFX (17 years) vs SGQIX (17 years). SGQIX (0.92) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 vs. SGQIX (7.00). AEPFX has a lower initial minimum investment than SGQIX: AEPFX (250) vs SGQIX (1000000). SGQIX annual gain was more profitable for investors over the last year : 11.15 vs. AEPFX (3.81). SGQIX return over 5 years is better than : 30.16 vs. AEPFX (22.11).
| AEPFX | SGQIX | AEPFX / SGQIX | |
| Total Expense Ratio | 0.57 | 0.87 | 66% |
| Annual Report Gross Expense Ratio | 0.57 | 0.92 | 62% |
| Fund Existence | 17 years | 17 years | - |
| Gain YTD | 9.951 | 12.113 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 465M | 28,602% |
| Annual Yield % from dividends | 1.27 | 1.33 | 96% |
| Returns for 1 year | 3.81 | 11.15 | 34% |
| Returns for 3 years | 28.26 | 38.35 | 74% |
| Returns for 5 years | 22.11 | 30.16 | 73% |
| Returns for 10 years | 28.52 | 59.43 | 48% |
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