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AEPGX vs AIERX
AEPGX vs AIERX Comparison
Open Charts AEPGX vs AIERX
American Funds EUPAC A
Price$62.20
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets133.49B
Invesco EQV International Equity R
Price$23.11
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets2.22B
AEPGX vs AIERX Comparison Chart in %
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AEPGX vs. AIERX commentary
Sep 08, 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 AEPGX is a Hold and AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. AIERX (2.22B). AIERX pays higher dividends than AEPGX: AIERX (2.30) vs AEPGX (0.68). AEPGX was incepted earlier than AIERX: AEPGX (41 years) vs AIERX (23 years). AIERX (1.52) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. AIERX (28.00). AEPGX has a lower initial minimum investment than AIERX: AEPGX (250) vs AIERX (1000). AEPGX annual gain was more profitable for investors over the last year : 8.68 vs. AIERX (1.56). AEPGX return over 5 years is better than : 11.80 vs. AIERX (-23.73).
| AEPGX | AIERX | AEPGX / AIERX | |
| Total Expense Ratio | 0.83 | 1.52 | 55% |
| Annual Report Gross Expense Ratio | 0.83 | 1.52 | 55% |
| Fund Existence | 41 years | 23 years | - |
| Gain YTD | 15.786 | 11.320 | 139% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.22B | 5,991% |
| Annual Yield % from dividends | 0.68 | 2.30 | 29% |
| Returns for 1 year | 8.68 | 1.56 | 557% |
| Returns for 3 years | 35.42 | 16.38 | 216% |
| Returns for 5 years | 11.80 | -23.73 | -50% |
| Returns for 10 years | 40.20 | -16.22 | -248% |
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