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AEPCX vs APHIX
AEPCX vs APHIX Comparison
Open Charts AEPCX vs APHIX
American Funds EUPAC C
Price$59.44
Change+$0.30 (+0.51%)
VolumeN/A
Net Assets133.49B
Artisan International Institutional
Price$35.25
Change+$0.17 (+0.48%)
VolumeN/A
Net Assets5.76B
AEPCX vs APHIX Comparison Chart in %
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AEPCX vs. APHIX commentary
Sep 08, 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 Hold and APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. APHIX (5.76B). APHIX pays higher dividends than AEPCX: APHIX (0.77) vs AEPCX (0.16). AEPCX was incepted earlier than APHIX: AEPCX (25 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 : 16.98 vs. AEPCX (7.59). APHIX return over 5 years is better than : 11.17 vs. AEPCX (7.78).
| AEPCX | APHIX | AEPCX / APHIX | |
| Total Expense Ratio | 1.57 | 0.96 | 164% |
| Annual Report Gross Expense Ratio | 1.57 | 0.96 | 164% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 15.038 | 29.930 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 5.76B | 2,308% |
| Annual Yield % from dividends | 0.16 | 0.77 | 21% |
| Returns for 1 year | 7.59 | 16.98 | 45% |
| Returns for 3 years | 32.65 | 61.69 | 53% |
| Returns for 5 years | 7.78 | 11.17 | 70% |
| Returns for 10 years | 34.34 | 38.30 | 90% |
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