AEPCX
Price
$58.66
Change
+$0.71 (+1.23%)
Updated
Aug 7 closing price
Net Assets
132.4B
JOHIX
Price
$26.67
Change
+$0.32 (+1.21%)
Updated
Aug 7 closing price
Net Assets
2.97B
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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$58.66
Change+$0.71 (+1.23%)
VolumeN/A
Net Assets132.4B
JOHCM International Select Institutional
Price$26.67
Change+$0.32 (+1.21%)
VolumeN/A
Net Assets2.97B
AEPCX vs JOHIX Comparison Chart in %
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AEPCX vs. JOHIX commentary
Aug 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 JOHIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 132B vs. JOHIX (2.97B). JOHIX pays higher dividends than AEPCX: JOHIX (1.51) vs AEPCX (0.17). AEPCX was incepted earlier than JOHIX: AEPCX (24 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 : 17.11 vs. AEPCX (11.82). AEPCX return over 5 years is better than : 7.98 vs. JOHIX (3.84).
AEPCXJOHIXAEPCX / JOHIX
Total Expense Ratio1.570.98160%
Annual Report Gross Expense Ratio1.570.98160%
Fund Existence24 years16 years-
Gain YTD13.52815.41888%
Front LoadN/AN/A-
Min. Initial Investment2501000000%
Min. Initial Investment IRAN/AN/A-
Net Assets132B2.97B4,443%
Annual Yield % from dividends0.171.5111%
Returns for 1 year11.8217.1169%
Returns for 3 years21.9131.0771%
Returns for 5 years7.983.84208%
Returns for 10 years21.2447.4345%
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