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AEGFX vs APDIX
AEGFX vs APDIX Comparison
Open Charts AEGFX vs APDIX
American Funds EUPAC F1
Price$61.69
Change-$0.22 (-0.36%)
VolumeN/A
Net Assets134.64B
Artisan International Advisor
Price$34.75
Change-$0.15 (-0.43%)
VolumeN/A
Net Assets5.76B
AEGFX vs APDIX Comparison Chart in %
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AEGFX vs. APDIX commentary
Sep 01, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. APDIX (5.76B). APDIX pays higher dividends than AEGFX: APDIX (0.73) vs AEGFX (0.66). 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 : 14.89 vs. AEGFX (5.27). AEGFX return over 5 years is better than : 8.96 vs. APDIX (7.16).
| 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 | 15.395 | 29.519 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 5.76B | 2,343% |
| Annual Yield % from dividends | 0.66 | 0.73 | 90% |
| Returns for 1 year | 5.27 | 14.89 | 35% |
| Returns for 3 years | 31.38 | 57.38 | 55% |
| Returns for 5 years | 8.96 | 7.16 | 125% |
| Returns for 10 years | 41.75 | 39.55 | 106% |
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