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AEPGX vs OCMPX
AEPGX vs OCMPX Comparison
Open Charts AEPGX vs OCMPX
American Funds EUPAC A
Price$63.93
Change-$1.59 (-2.43%)
VolumeN/A
Net Assets134.63B
Lazard International Quality Gr Open
Price$16.88
Change-$1.11 (-6.17%)
VolumeN/A
Net Assets558.63M
AEPGX vs OCMPX Comparison Chart in %
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AEPGX vs. OCMPX commentary
Feb 04, 2026
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: 135B vs. OCMPX (559M). AEPGX pays higher dividends than OCMPX: AEPGX (2.60) vs OCMPX (0.30). 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 : 18.38 vs. OCMPX (2.00). OCMPX return over 5 years is better than : 6.60 vs. AEPGX (-4.02).
| 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 | 5.652 | -0.530 | -1,066% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 559M | 24,150% |
| Annual Yield % from dividends | 2.60 | 0.30 | 871% |
| Returns for 1 year | 18.38 | 2.00 | 921% |
| Returns for 3 years | 25.65 | 18.75 | 137% |
| Returns for 5 years | -4.02 | 6.60 | -61% |
| Returns for 10 years | 66.93 | N/A | - |
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