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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
American Funds EUPAC A
Price$61.50
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Artisan International Institutional
Price$35.32
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets5.76B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX 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 APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. APHIX (5.76B). APHIX pays higher dividends than AEPGX: APHIX (0.78) vs AEPGX (0.69). AEPGX was incepted earlier than APHIX: AEPGX (41 years) vs APHIX (28 years). APHIX (0.96) is less costly to investors than AEPGX (0.83). APHIX is a more actively managed with annual turnover of: 83.27 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than APHIX: AEPGX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : 21.24 vs. AEPGX (9.80). AEPGX return over 5 years is better than : 14.88 vs. APHIX (13.22).
| AEPGX | APHIX | AEPGX / APHIX | |
| Total Expense Ratio | 0.83 | 0.96 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 41 years | 28 years | - |
| Gain YTD | 14.482 | 30.188 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 5.76B | 2,344% |
| Annual Yield % from dividends | 0.69 | 0.78 | 88% |
| Returns for 1 year | 9.80 | 21.24 | 46% |
| Returns for 3 years | 30.04 | 60.18 | 50% |
| Returns for 5 years | 14.88 | 13.22 | 113% |
| Returns for 10 years | 28.76 | 27.75 | 104% |
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