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AEGFX vs APDIX
AEGFX vs APDIX Comparison
Open Charts AEGFX vs APDIX
American Funds EUPAC F1
Price$60.35
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets133.7B
Artisan International Advisor
Price$34.41
Change+$0.18 (+0.53%)
VolumeN/A
Net Assets5.76B
AEGFX vs APDIX Comparison Chart in %
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AEGFX vs. APDIX commentary
Jul 20, 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 APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. APDIX (5.76B). APDIX pays higher dividends than AEGFX: APDIX (0.74) vs AEGFX (0.67). AEGFX was incepted earlier than APDIX: AEGFX (24 years) vs APDIX (10 years). APDIX (1.05) is less costly to investors than AEGFX (0.86). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEGFX (35.00). AEGFX has a lower initial minimum investment than APDIX: AEGFX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 16.14 vs. AEGFX (4.11). AEGFX return over 5 years is better than : 13.88 vs. APDIX (11.00).
| AEGFX | APDIX | AEGFX / APDIX | |
| Total Expense Ratio | 0.86 | 1.05 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.05 | 82% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 12.813 | 27.581 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 5.76B | 2,327% |
| Annual Yield % from dividends | 0.67 | 0.74 | 91% |
| Returns for 1 year | 4.11 | 16.14 | 25% |
| Returns for 3 years | 30.39 | 58.91 | 52% |
| Returns for 5 years | 13.88 | 11.00 | 126% |
| Returns for 10 years | 23.55 | 19.89 | 118% |