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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
American Funds EUPAC A
Price$63.93
Change-$1.59 (-2.43%)
VolumeN/A
Net Assets134.63B
Artisan International Institutional
Price$32.88
Change-$3.49 (-9.60%)
VolumeN/A
Net Assets6.02B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX commentary
Feb 04, 2026
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: 135B vs. APHIX (6.02B). AEPGX pays higher dividends than APHIX: AEPGX (2.60) vs APHIX (1.73). 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 (18.38) and APHIX (18.26) have marching annual gain over last year. APHIX return over 5 years is better than : -1.55 vs. AEPGX (-4.02).
| 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 | 5.652 | 9.381 | 60% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 6.02B | 2,241% |
| Annual Yield % from dividends | 2.60 | 1.73 | 150% |
| Returns for 1 year | 18.38 | 18.26 | 101% |
| Returns for 3 years | 25.65 | 32.55 | 79% |
| Returns for 5 years | -4.02 | -1.55 | 260% |
| Returns for 10 years | 66.93 | 41.14 | 163% |
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