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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
American Funds EUPAC A
Price$65.27
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.06B
Artisan International Institutional
Price$35.43
Change-$0.22 (-0.62%)
VolumeN/A
Net Assets6.13B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX 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 APHIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. APHIX (6.13B). APHIX pays higher dividends than AEPGX: APHIX (0.75) vs AEPGX (0.65). AEPGX was incepted earlier than APHIX: AEPGX (42 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 : 15.08 vs. AEPGX (11.10). AEPGX return over 5 years is better than : 14.00 vs. APHIX (11.27).
| 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 | 28 years | - |
| Gain YTD | 21.500 | 30.593 | 70% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.13B | 2,233% |
| Annual Yield % from dividends | 0.65 | 0.75 | 87% |
| Returns for 1 year | 11.10 | 15.08 | 74% |
| Returns for 3 years | 48.85 | 65.89 | 74% |
| Returns for 5 years | 14.00 | 11.27 | 124% |
| Returns for 10 years | 42.69 | 38.09 | 112% |
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