Interact to see
Advertisement
Advertisement
AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| AEPGX | APHIX | AEPGX / APHIX | |
| Total Expense Ratio | 0.85 | 0.96 | 89% |
| Annual Report Gross Expense Ratio | 0.85 | 0.96 | 89% |
| Fund Existence | 41 years | 28 years | - |
| Gain YTD | 13.068 | 26.760 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 5.52B | 2,428% |
| Annual Yield % from dividends | 0.69 | 0.78 | 88% |
| Returns for 1 year | 5.28 | 18.05 | 29% |
| Returns for 3 years | 29.77 | 54.48 | 55% |
| Returns for 5 years | 17.03 | 15.26 | 112% |
| Returns for 10 years | 27.52 | 24.51 | 112% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers