AEPGX
Price
$60.74
Change
+$0.13 (+0.21%)
Updated
Jul 3 closing price
Net Assets
134.48B
APHIX
Price
$34.39
Change
+$0.10 (+0.29%)
Updated
Jul 3 closing price
Net Assets
5.52B
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AEPGX vs APHIX

Header iconAEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIXBanner chart's image
American Funds EUPAC A
Price$60.74
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Artisan International Institutional
Price$34.39
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets5.52B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX commentary
Jul 07, 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.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. APHIX (5.52B). 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 (0.85). APHIX is a more actively managed with annual turnover of: 83.27 vs. AEPGX (30.00). 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 : 18.05 vs. AEPGX (5.28). AEPGX return over 5 years is better than : 17.03 vs. APHIX (15.26).
AEPGXAPHIXAEPGX / APHIX
Total Expense Ratio0.850.9689%
Annual Report Gross Expense Ratio0.850.9689%
Fund Existence41 years28 years-
Gain YTD13.06826.76049%
Front Load6%N/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B5.52B2,428%
Annual Yield % from dividends0.690.7888%
Returns for 1 year5.2818.0529%
Returns for 3 years29.7754.4855%
Returns for 5 years17.0315.26112%
Returns for 10 years27.5224.51112%
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