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AEPCX vs EXOSX
AEPCX vs EXOSX Comparison
Open Charts AEPCX vs EXOSX
American Funds EUPAC C
Price$61.13
Change-$0.13 (-0.21%)
VolumeN/A
Net Assets136.84B
Manning & Napier Overseas Series I
Price$36.98
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets367.88M
AEPCX vs EXOSX Comparison Chart in %
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AEPCX vs. EXOSX commentary
Sep 18, 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 EXOSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. EXOSX (368M). EXOSX pays higher dividends than AEPCX: EXOSX (1.13) vs AEPCX (0.16). AEPCX was incepted earlier than EXOSX: AEPCX (25 years) vs EXOSX (23 years). AEPCX (1.57) is less costly to investors than EXOSX (0.79). EXOSX is a more actively managed with annual turnover of: 57.00 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than EXOSX: AEPCX (250) vs EXOSX (1000000). EXOSX annual gain was more profitable for investors over the last year : 9.72 vs. AEPCX (9.11). EXOSX return over 5 years is better than : 37.56 vs. AEPCX (10.01).
| AEPCX | EXOSX | AEPCX / EXOSX | |
| Total Expense Ratio | 1.57 | 0.76 | 207% |
| Annual Report Gross Expense Ratio | 1.57 | 0.79 | 199% |
| Fund Existence | 25 years | 23 years | - |
| Gain YTD | 18.309 | 15.332 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 368M | 37,228% |
| Annual Yield % from dividends | 0.16 | 1.13 | 14% |
| Returns for 1 year | 9.11 | 9.72 | 94% |
| Returns for 3 years | 37.61 | 49.36 | 76% |
| Returns for 5 years | 10.01 | 37.56 | 27% |
| Returns for 10 years | 37.97 | 109.98 | 35% |
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