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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
American Funds EUPAC A
Price$60.44
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets134.15B
Artisan International Institutional
Price$30.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets6.17B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX commentary
Dec 26, 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 APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. APHIX (6.17B). APHIX pays higher dividends than AEPGX: APHIX (0.76) vs AEPGX (0.64). AEPGX was incepted earlier than APHIX: AEPGX (42 years) vs APHIX (29 years). APHIX (0.96) is less costly to investors than AEPGX (0.83). APHIX is a more actively managed with annual turnover of: 111.26 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than APHIX: AEPGX (250) vs APHIX (1000000). AEPGX annual gain was more profitable for investors over the last year : 11.25 vs. APHIX (10.32). AEPGX return over 5 years is better than : -7.43 vs. APHIX (-7.88).
| AEPGX | APHIX | AEPGX / APHIX | |
| Total Expense Ratio | 0.83 | 0.96 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 42 years | 29 years | - |
| Gain YTD | 12.509 | 10.726 | 117% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 6.17B | 2,173% |
| Annual Yield % from dividends | 0.64 | 0.76 | 85% |
| Returns for 1 year | 11.25 | 10.32 | 109% |
| Returns for 3 years | 26.88 | 28.05 | 96% |
| Returns for 5 years | -7.43 | -7.88 | 94% |
| Returns for 10 years | 38.26 | 14.68 | 261% |
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