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AEPCX vs APHIX
AEPCX vs APHIX Comparison
Open Charts AEPCX vs APHIX
American Funds EUPAC C
Price$57.26
Change+$0.14 (+0.25%)
VolumeN/A
Net Assets134.15B
Artisan International Institutional
Price$33.82
Change+$0.23 (+0.68%)
VolumeN/A
Net Assets5.52B
AEPCX vs APHIX Comparison Chart
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AEPCX vs. APHIX commentary
Jun 13, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. APHIX (5.52B). APHIX pays higher dividends than AEPCX: APHIX (0.82) vs AEPCX (0.32). AEPCX was incepted earlier than APHIX: AEPCX (24 years) vs APHIX (28 years). AEPCX (1.59) is less costly to investors than APHIX (0.96). APHIX is a more actively managed with annual turnover of: 83.27 vs. AEPCX (30.00). 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 : 15.15 vs. AEPCX (2.86). APHIX return over 5 years is better than : 19.78 vs. AEPCX (16.34).
| AEPCX | APHIX | AEPCX / APHIX | |
| Total Expense Ratio | 1.59 | 0.96 | 166% |
| Annual Report Gross Expense Ratio | 1.59 | 0.96 | 166% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 10.819 | 24.659 | 44% |
| 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 | 0.32 | 0.82 | 40% |
| Returns for 1 year | 2.86 | 15.15 | 19% |
| Returns for 3 years | 23.91 | 51.46 | 46% |
| Returns for 5 years | 16.34 | 19.78 | 83% |
| Returns for 10 years | 18.37 | 18.59 | 99% |
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