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AEPGX vs OCMPX
AEPGX vs OCMPX Comparison
Open Charts AEPGX vs OCMPX
American Funds EUPAC A
Price$65.27
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.06B
Lazard International Quality Gr Open
Price$17.94
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets564.7M
AEPGX vs OCMPX Comparison Chart in %
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AEPGX vs. OCMPX 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 OCMPX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. OCMPX (565M). AEPGX pays higher dividends than OCMPX: AEPGX (0.65) vs OCMPX (0.36). AEPGX was incepted earlier than OCMPX: AEPGX (42 years) vs OCMPX (7 years). OCMPX (1.37) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. OCMPX (25.00). AEPGX has a lower initial minimum investment than OCMPX: AEPGX (250) vs OCMPX (2500). AEPGX annual gain was more profitable for investors over the last year : 11.10 vs. OCMPX (4.72). OCMPX return over 5 years is better than : 27.56 vs. AEPGX (14.00).
| AEPGX | OCMPX | AEPGX / OCMPX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 0.83 | 1.37 | 61% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 21.500 | 13.043 | 165% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 565M | 24,248% |
| Annual Yield % from dividends | 0.65 | 0.36 | 183% |
| Returns for 1 year | 11.10 | 4.72 | 235% |
| Returns for 3 years | 48.85 | 49.64 | 98% |
| Returns for 5 years | 14.00 | 27.56 | 51% |
| Returns for 10 years | 42.69 | N/A | - |
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