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AEPGX vs APDIX
AEPGX vs APDIX Comparison
Open Charts AEPGX vs APDIX
American Funds EUPAC A
Price$65.27
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.06B
Artisan International Advisor
Price$35.02
Change-$0.21 (-0.60%)
VolumeN/A
Net Assets6.13B
AEPGX vs APDIX Comparison Chart in %
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AEPGX vs. APDIX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. APDIX (6.13B). APDIX pays higher dividends than AEPGX: APDIX (0.71) vs AEPGX (0.65). 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: 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 : 14.88 vs. AEPGX (11.10). AEPGX return over 5 years is better than : 14.00 vs. APDIX (10.46).
| 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 | 21.500 | 30.526 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.13B | 2,233% |
| Annual Yield % from dividends | 0.65 | 0.71 | 92% |
| Returns for 1 year | 11.10 | 14.88 | 75% |
| Returns for 3 years | 48.85 | 65.24 | 75% |
| Returns for 5 years | 14.00 | 10.46 | 134% |
| Returns for 10 years | 42.69 | 36.43 | 117% |
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