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AEPGX vs APDIX
AEPGX vs APDIX Comparison
Open Charts AEPGX vs APDIX
American Funds EUPAC A
Price$60.74
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Artisan International Advisor
Price$34.00
Change+$0.11 (+0.32%)
VolumeN/A
Net Assets5.52B
AEPGX vs APDIX Comparison Chart in %
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AEPGX vs. APDIX 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 AEPGX is a Buy and APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. APDIX (5.52B). APDIX pays higher dividends than AEPGX: APDIX (0.74) vs AEPGX (0.69). AEPGX was incepted earlier than APDIX: AEPGX (41 years) vs APDIX (10 years). APDIX (1.05) is less costly to investors than AEPGX (0.85). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEPGX (30.00). AEPGX has a lower initial minimum investment than APDIX: AEPGX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 17.81 vs. AEPGX (5.28). AEPGX return over 5 years is better than : 17.03 vs. APDIX (14.39).
| AEPGX | APDIX | AEPGX / APDIX | |
| Total Expense Ratio | 0.85 | 1.05 | 81% |
| Annual Report Gross Expense Ratio | 0.85 | 1.05 | 81% |
| Fund Existence | 41 years | 10 years | - |
| Gain YTD | 13.068 | 26.724 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 5.52B | 2,428% |
| Annual Yield % from dividends | 0.69 | 0.74 | 93% |
| Returns for 1 year | 5.28 | 17.81 | 30% |
| Returns for 3 years | 29.77 | 53.91 | 55% |
| Returns for 5 years | 17.03 | 14.39 | 118% |
| Returns for 10 years | 27.52 | 22.98 | 120% |
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