AEPCX
Price
$63.15
Change
+$0.82 (+1.32%)
Updated
Oct 20 closing price
Net Assets
137.06B
JOHIX
Price
$28.22
Change
+$0.25 (+0.89%)
Updated
Oct 20 closing price
Net Assets
2.98B
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AEPCX vs JOHIX

Header iconAEPCX vs JOHIX Comparison
Open Charts AEPCX vs JOHIXBanner chart's image
American Funds EUPAC C
Price$63.15
Change+$0.82 (+1.32%)
VolumeN/A
Net Assets137.06B
JOHCM International Select Institutional
Price$28.22
Change+$0.25 (+0.89%)
VolumeN/A
Net Assets2.98B
AEPCX vs JOHIX Comparison Chart in %
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AEPCX vs. JOHIX commentary
Oct 21, 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 JOHIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. JOHIX (2.98B). JOHIX pays higher dividends than AEPCX: JOHIX (1.39) vs AEPCX (0.16). AEPCX was incepted earlier than JOHIX: AEPCX (25 years) vs JOHIX (16 years). AEPCX (1.57) is less costly to investors than JOHIX (0.98). JOHIX is a more actively managed with annual turnover of: 77.73 vs. AEPCX (35.00). AEPCX has a lower initial minimum investment than JOHIX: AEPCX (250) vs JOHIX (100000). JOHIX annual gain was more profitable for investors over the last year : 14.22 vs. AEPCX (10.71). AEPCX return over 5 years is better than : 10.94 vs. JOHIX (5.66).
AEPCXJOHIXAEPCX / JOHIX
Total Expense Ratio1.570.98160%
Annual Report Gross Expense Ratio1.570.98160%
Fund Existence25 years16 years-
Gain YTD22.21822.51499%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.98B4,599%
Annual Yield % from dividends0.161.3911%
Returns for 1 year10.7114.2275%
Returns for 3 years47.4063.2575%
Returns for 5 years10.945.66193%
Returns for 10 years36.3968.7353%
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