AEPFX
Price
$60.63
Change
+$0.13 (+0.21%)
Updated
Jul 3 closing price
Net Assets
134.48B
SGQIX
Price
$44.93
Change
+$0.11 (+0.25%)
Updated
Jul 3 closing price
Net Assets
475.57M
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AEPFX vs SGQIX

Header iconAEPFX vs SGQIX Comparison
Open Charts AEPFX vs SGQIXBanner chart's image
American Funds EUPAC F2
Price$60.63
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
DWS International Growth Inst
Price$44.93
Change+$0.11 (+0.25%)
VolumeN/A
Net Assets475.57M
AEPFX vs SGQIX Comparison Chart in %
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AEPFX vs. SGQIX commentary
Jul 06, 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.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. SGQIX (476M). SGQIX pays higher dividends than AEPFX: SGQIX (1.29) vs AEPFX (0.87). 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 : 12.49 vs. AEPFX (5.52). SGQIX return over 5 years is better than : 27.40 vs. AEPFX (20.04).
AEPFXSGQIXAEPFX / SGQIX
Total Expense Ratio0.570.8766%
Annual Report Gross Expense Ratio0.570.9262%
Fund Existence17 years17 years-
Gain YTD13.20014.82289%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B476M28,151%
Annual Yield % from dividends0.871.2967%
Returns for 1 year5.5212.4944%
Returns for 3 years32.2740.8379%
Returns for 5 years20.0427.4073%
Returns for 10 years34.4466.6352%
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