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AEPGX vs APDIX
AEPGX vs APDIX Comparison
Open Charts AEPGX vs APDIX
American Funds EUPAC A
Price$61.50
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Artisan International Advisor
Price$34.91
Change-$0.12 (-0.34%)
VolumeN/A
Net Assets5.76B
AEPGX vs APDIX Comparison Chart in %
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AEPGX vs. APDIX commentary
Jul 28, 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 APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. APDIX (5.76B). 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 (0.83). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEPGX (35.00). 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 : 21.01 vs. AEPGX (9.80). AEPGX return over 5 years is better than : 14.88 vs. APDIX (12.34).
| AEPGX | APDIX | AEPGX / APDIX | |
| Total Expense Ratio | 0.83 | 1.05 | 79% |
| Annual Report Gross Expense Ratio | 0.83 | 1.05 | 79% |
| Fund Existence | 41 years | 10 years | - |
| Gain YTD | 14.482 | 30.116 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 5.76B | 2,344% |
| Annual Yield % from dividends | 0.69 | 0.74 | 93% |
| Returns for 1 year | 9.80 | 21.01 | 47% |
| Returns for 3 years | 30.04 | 59.57 | 50% |
| Returns for 5 years | 14.88 | 12.34 | 121% |
| Returns for 10 years | 28.76 | 26.14 | 110% |
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