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AEPGX vs AIERX
AEPGX vs AIERX Comparison
Open Charts AEPGX vs AIERX
American Funds EUPAC A
Price$60.74
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Invesco EQV International Equity R
Price$23.17
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets2.5B
AEPGX vs AIERX Comparison Chart in %
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AEPGX vs. AIERX 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 AEPGX is a Buy and AIERX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. AIERX (2.5B). AIERX pays higher dividends than AEPGX: AIERX (2.29) vs AEPGX (0.69). AEPGX was incepted earlier than AIERX: AEPGX (41 years) vs AIERX (23 years). AIERX (1.52) is less costly to investors than AEPGX (0.85). AEPGX is a more actively managed with annual turnover of: 30.00 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 : 5.28 vs. AIERX (2.44). AEPGX return over 5 years is better than : 17.03 vs. AIERX (-18.07).
| AEPGX | AIERX | AEPGX / AIERX | |
| Total Expense Ratio | 0.85 | 1.52 | 56% |
| Annual Report Gross Expense Ratio | 0.85 | 1.52 | 56% |
| Fund Existence | 41 years | 23 years | - |
| Gain YTD | 13.068 | 11.609 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.5B | 5,358% |
| Annual Yield % from dividends | 0.69 | 2.29 | 30% |
| Returns for 1 year | 5.28 | 2.44 | 216% |
| Returns for 3 years | 29.77 | 14.45 | 206% |
| Returns for 5 years | 17.03 | -18.07 | -94% |
| Returns for 10 years | 27.52 | -22.48 | -122% |
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