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AEGFX vs AIERX
AEGFX vs AIERX Comparison
Open Charts AEGFX vs AIERX
American Funds Europacific Growth F1
Price$53.43
Change+$0.22 (+0.41%)
VolumeN/A
Net Assets120.3B
Invesco EQV International Equity R
Price$20.74
Change+$0.21 (+1.02%)
VolumeN/A
Net Assets2.3B
AEGFX vs AIERX Comparison Chart
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AEGFX vs. AIERX commentary
Apr 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 AEGFX is a Buy and AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 120B vs. AIERX (2.3B). AIERX pays higher dividends than AEGFX: AIERX (2.50) vs AEGFX (1.09). AEGFX was incepted earlier than AIERX: AEGFX (24 years) vs AIERX (23 years). AIERX (1.52) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 30.00 vs. AIERX (28.00). AEGFX has a lower initial minimum investment than AIERX: AEGFX (250) vs AIERX (1000). AEGFX annual gain was more profitable for investors over the last year : -3.95 vs. AIERX (-5.23). AEGFX return over 5 years is better than : 21.29 vs. AIERX (-18.30).
| AEGFX | AIERX | AEGFX / AIERX | |
| Total Expense Ratio | 0.86 | 1.52 | 57% |
| Annual Report Gross Expense Ratio | 0.86 | 1.52 | 57% |
| Fund Existence | 24 years | 23 years | - |
| Gain YTD | -0.056 | -1.108 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120B | 2.3B | 5,220% |
| Annual Yield % from dividends | 1.09 | 2.50 | 43% |
| Returns for 1 year | -3.95 | -5.23 | 76% |
| Returns for 3 years | 0.67 | -7.51 | -9% |
| Returns for 5 years | 21.29 | -18.30 | -116% |
| Returns for 10 years | 9.93 | -34.16 | -29% |
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