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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
American Funds EUPAC A
Price$63.88
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets135.4B
Artisan International Institutional
Price$35.61
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets5.85B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX commentary
Sep 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 Buy and APHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. APHIX (5.85B). APHIX pays higher dividends than AEPGX: APHIX (0.77) vs AEPGX (0.68). 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 : 14.93 vs. AEPGX (5.68). AEPGX return over 5 years is better than : 16.63 vs. APHIX (15.42).
| 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 | 18.913 | 31.257 | 61% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 5.85B | 2,308% |
| Annual Yield % from dividends | 0.68 | 0.77 | 88% |
| Returns for 1 year | 5.68 | 14.93 | 38% |
| Returns for 3 years | 50.97 | 76.85 | 66% |
| Returns for 5 years | 16.63 | 15.42 | 108% |
| Returns for 10 years | 50.46 | 49.10 | 103% |
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