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AEGFX vs AEPCX
AEGFX vs AEPCX Comparison
Open Charts AEGFX vs AEPCX
American Funds EUPAC F1
Price$60.88
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets134.33B
American Funds EUPAC C
Price$58.52
Change-$0.32 (-0.54%)
VolumeN/A
Net Assets134.33B
AEGFX vs AEPCX Comparison Chart in %
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AEGFX vs. AEPCX commentary
Aug 12, 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 AEGFX is a Buy and AEPCX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX (134B) and AEPCX (134B) have equal amount of cash in the bank . AEGFX pays higher dividends than AEPCX: AEGFX (0.68) vs AEPCX (0.17). AEGFX was incepted earlier than AEPCX: AEGFX (24 years) vs AEPCX (24 years). AEPCX (1.57) is less costly to investors than AEGFX (0.86). AEGFX (35.00) and AEPCX (35.00) have comparable annual turnover. AEGFX (250) and AEPCX (250) have matching initial minimum investment requirements. AEGFX annual gain was more profitable for investors over the last year : 9.47 vs. AEPCX (8.43). AEGFX return over 5 years is better than : 10.38 vs. AEPCX (6.59).
| AEGFX | AEPCX | AEGFX / AEPCX | |
| Total Expense Ratio | 0.86 | 1.57 | 55% |
| Annual Report Gross Expense Ratio | 0.86 | 1.57 | 55% |
| Fund Existence | 24 years | 24 years | - |
| Gain YTD | 13.880 | 13.257 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 134B | 100% |
| Annual Yield % from dividends | 0.68 | 0.17 | 404% |
| Returns for 1 year | 9.47 | 8.43 | 112% |
| Returns for 3 years | 21.03 | 18.67 | 113% |
| Returns for 5 years | 10.38 | 6.59 | 157% |
| Returns for 10 years | 29.01 | 23.83 | 122% |
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