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AEPCX vs APHIX
AEPCX vs APHIX Comparison
Open Charts AEPCX vs APHIX
American Funds EUPAC C
Price$58.13
Change+$0.12 (+0.21%)
VolumeN/A
Net Assets134.36B
Artisan International Institutional
Price$34.39
Change+$0.10 (+0.29%)
VolumeN/A
Net Assets5.52B
AEPCX vs APHIX Comparison Chart in %
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AEPCX vs. APHIX commentary
Jul 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 AEPCX is a Buy and APHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. APHIX (5.52B). APHIX pays higher dividends than AEPCX: APHIX (0.78) vs AEPCX (0.17). AEPCX was incepted earlier than APHIX: AEPCX (24 years) vs APHIX (28 years). AEPCX (1.57) is less costly to investors than APHIX (0.96). APHIX is a more actively managed with annual turnover of: 83.27 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than APHIX: AEPCX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : 18.05 vs. AEPCX (4.22). APHIX return over 5 years is better than : 15.26 vs. AEPCX (12.85).
| AEPCX | APHIX | AEPCX / APHIX | |
| Total Expense Ratio | 1.57 | 0.96 | 164% |
| Annual Report Gross Expense Ratio | 1.57 | 0.96 | 164% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 12.502 | 26.760 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 5.52B | 2,428% |
| Annual Yield % from dividends | 0.17 | 0.78 | 21% |
| Returns for 1 year | 4.22 | 18.05 | 23% |
| Returns for 3 years | 27.15 | 54.48 | 50% |
| Returns for 5 years | 12.85 | 15.26 | 84% |
| Returns for 10 years | 22.20 | 24.51 | 91% |
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