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AEGFX vs POIRX
AEGFX vs POIRX Comparison
Open Charts AEGFX vs POIRX
American Funds Europacific Growth F1
Price$53.63
Change-$0.17 (-0.32%)
VolumeN/A
CapitalizationN/A
Polen International Growth Investor
Price$15.56
Change+$0.05 (+0.32%)
VolumeN/A
CapitalizationN/A
AEGFX vs POIRX Comparison Chart
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AEGFX vs. POIRX commentary
Dec 24, 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 Hold and POIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 126B vs. POIRX (192M). 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). AEGFX annual gain was more profitable for investors over the last year : 0.79 vs. POIRX (-2.95). AEGFX return over 5 years is better than : 1.56 vs. POIRX (0.40).
| 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 | -0.380 | -3.011 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 126B | 192M | 65,625% |
| Annual Yield % from dividends | 1.48 | 0.04 | 3,937% |
| Returns for 1 year | 0.79 | -2.95 | -27% |
| Returns for 3 years | -12.29 | -10.13 | 121% |
| Returns for 5 years | 1.56 | 0.40 | 388% |
| Returns for 10 years | 18.68 | N/A | - |