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AEPGX vs APDIX
AEPGX vs APDIX Comparison
Open Charts AEPGX vs APDIX
American Funds EUPAC A
Price$63.18
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Artisan International Advisor
Price$31.44
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets6.02B
AEPGX vs APDIX Comparison Chart in %
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AEPGX vs. APDIX commentary
Jan 15, 2026
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 APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. APDIX (6.02B). AEPGX pays higher dividends than APDIX: AEPGX (2.73) vs APDIX (1.80). AEPGX was incepted earlier than APDIX: AEPGX (42 years) vs APDIX (11 years). APDIX (1.05) is less costly to investors than AEPGX (0.83). APDIX is a more actively managed with annual turnover of: 111.26 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than APDIX: AEPGX (250) vs APDIX (250000). AEPGX annual gain was more profitable for investors over the last year : 20.97 vs. APDIX (19.55). AEPGX return over 5 years is better than : -4.02 vs. APDIX (-4.27).
| AEPGX | APDIX | AEPGX / APDIX | |
| Total Expense Ratio | 0.83 | 1.05 | 79% |
| Annual Report Gross Expense Ratio | 0.83 | 1.05 | 79% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | 4.412 | 6.037 | 73% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.02B | 2,241% |
| Annual Yield % from dividends | 2.73 | 1.80 | 152% |
| Returns for 1 year | 20.97 | 19.55 | 107% |
| Returns for 3 years | 26.89 | 26.90 | 100% |
| Returns for 5 years | -4.02 | -4.27 | 94% |
| Returns for 10 years | 64.69 | 35.65 | 181% |
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