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AEGFX vs POIRX
AEGFX vs POIRX Comparison
Open Charts AEGFX vs POIRX
American Funds Europacific Growth F1
Price$58.71
Change-$0.41 (-0.69%)
VolumeN/A
CapitalizationN/A
Polen International Growth Investor
Price$16.56
Change-$0.19 (-1.13%)
VolumeN/A
CapitalizationN/A
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AEGFX vs POIRX Comparison Chart
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AEGFX vs. POIRX commentary
Sep 21, 2024
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 POIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 139B vs. POIRX (226M). AEGFX pays higher dividends than POIRX: AEGFX (1.48) vs POIRX (0.04). AEGFX was incepted earlier than POIRX: AEGFX (24 years) vs POIRX (8 years). AEGFX is a more actively managed with annual turnover of: 34.00 vs. POIRX (20.00). 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 : 17.41 vs. AEGFX (16.48). AEGFX return over 5 years is better than : 16.32 vs. POIRX (15.29).
| AEGFX | POIRX | AEGFX / POIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 8.230 | 3.049 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 226M | 61,504% |
| Annual Yield % from dividends | 1.48 | 0.04 | 3,937% |
| Returns for 1 year | 16.48 | 17.41 | 95% |
| Returns for 3 years | -14.46 | -7.09 | 204% |
| Returns for 5 years | 16.32 | 15.29 | 107% |
| Returns for 10 years | 26.09 | N/A | - |