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AEPGX vs APDIX
AEPGX vs APDIX Comparison
Open Charts AEPGX vs APDIX
American Funds EUPAC A
Price$62.20
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets133.49B
Artisan International Advisor
Price$34.68
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets5.76B
AEPGX vs APDIX Comparison Chart in %
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AEPGX vs. APDIX 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 APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. APDIX (5.76B). APDIX pays higher dividends than AEPGX: APDIX (0.73) vs AEPGX (0.68). 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 : 16.75 vs. AEPGX (8.68). AEPGX return over 5 years is better than : 11.80 vs. APDIX (10.35).
| 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 | 15.786 | 29.855 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 5.76B | 2,308% |
| Annual Yield % from dividends | 0.68 | 0.73 | 93% |
| Returns for 1 year | 8.68 | 16.75 | 52% |
| Returns for 3 years | 35.42 | 61.09 | 58% |
| Returns for 5 years | 11.80 | 10.35 | 114% |
| Returns for 10 years | 40.20 | 36.59 | 110% |
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