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AEGFX vs POIRX
AEGFX vs POIRX Comparison
Open Charts AEGFX vs POIRX
American Funds Europacific Growth F1
Price$53.80
Change-$1.56 (-2.82%)
VolumeN/A
Net Assets125.35B
Polen International Growth Investor
Price$15.05
Change-$0.55 (-3.53%)
VolumeN/A
Net Assets178.73M
AEGFX vs POIRX Comparison Chart
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AEGFX vs. POIRX commentary
Apr 04, 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 Hold and POIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 125B vs. POIRX (179M). AEGFX pays higher dividends than POIRX: AEGFX (1.09) vs POIRX (0.18). AEGFX was incepted earlier than POIRX: AEGFX (24 years) vs POIRX (8 years). POIRX (1.30) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 30.00 vs. POIRX (15.00). AEGFX has a lower initial minimum investment than POIRX: AEGFX (250) vs POIRX (3000). POIRX annual gain was more profitable for investors over the last year : -5.30 vs. AEGFX (-6.89). AEGFX return over 5 years is better than : 36.50 vs. POIRX (25.06).
| AEGFX | POIRX | AEGFX / POIRX | |
| Total Expense Ratio | 0.86 | 1.30 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.30 | 66% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 0.636 | 1.299 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 179M | 69,832% |
| Annual Yield % from dividends | 1.09 | 0.18 | 619% |
| Returns for 1 year | -6.89 | -5.30 | 130% |
| Returns for 3 years | -4.50 | -0.18 | 2,563% |
| Returns for 5 years | 36.50 | 25.06 | 146% |
| Returns for 10 years | 10.86 | N/A | - |
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