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AEPGX vs AIEVX
AEPGX vs AIEVX Comparison
Open Charts AEPGX vs AIEVX
American Funds EUPAC A
Price$62.20
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets133.49B
Invesco EQV International Equity R5
Price$24.64
Change+$0.16 (+0.65%)
VolumeN/A
Net Assets2.22B
AEPGX vs AIEVX Comparison Chart in %
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AEPGX vs. AIEVX 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 AIEVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. AIEVX (2.22B). AIEVX pays higher dividends than AEPGX: AIEVX (2.64) vs AEPGX (0.68). AEPGX was incepted earlier than AIEVX: AEPGX (41 years) vs AIEVX (24 years). AIEVX (0.93) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. AIEVX (28.00). AEPGX has a lower initial minimum investment than AIEVX: AEPGX (250) vs AIEVX (1000000). AEPGX annual gain was more profitable for investors over the last year : 8.68 vs. AIEVX (2.44). AEPGX return over 5 years is better than : 11.80 vs. AIEVX (-19.76).
| AEPGX | AIEVX | AEPGX / AIEVX | |
| Total Expense Ratio | 0.83 | 0.93 | 89% |
| Annual Report Gross Expense Ratio | 0.83 | 0.93 | 89% |
| Fund Existence | 41 years | 24 years | - |
| Gain YTD | 15.786 | 11.797 | 134% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.22B | 5,991% |
| Annual Yield % from dividends | 0.68 | 2.64 | 26% |
| Returns for 1 year | 8.68 | 2.44 | 356% |
| Returns for 3 years | 35.42 | 19.52 | 181% |
| Returns for 5 years | 11.80 | -19.76 | -60% |
| Returns for 10 years | 40.20 | -9.88 | -407% |
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