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AEPCX vs POIIX
AEPCX vs POIIX Comparison
Open Charts AEPCX vs POIIX
American Funds Europacific Growth C
Price$51.92
Change-$1.50 (-2.81%)
VolumeN/A
Net Assets125.35B
Polen International Growth Institutional
Price$15.25
Change-$0.56 (-3.54%)
VolumeN/A
Net Assets178.73M
AEPCX vs POIIX Comparison Chart
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AEPCX vs. POIIX commentary
Apr 04, 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 POIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 125B vs. POIIX (179M). POIIX pays higher dividends than AEPCX: POIIX (0.45) vs AEPCX (0.35). AEPCX was incepted earlier than POIIX: AEPCX (24 years) vs POIIX (8 years). AEPCX (1.59) is less costly to investors than POIIX (1.05). AEPCX is a more actively managed with annual turnover of: 30.00 vs. POIIX (15.00). AEPCX has a lower initial minimum investment than POIIX: AEPCX (250) vs POIIX (100000). POIIX annual gain was more profitable for investors over the last year : -5.04 vs. AEPCX (-7.70). AEPCX return over 5 years is better than : 32.00 vs. POIIX (26.53).
| AEPCX | POIIX | AEPCX / POIIX | |
| Total Expense Ratio | 1.59 | 1.05 | 151% |
| Annual Report Gross Expense Ratio | 1.59 | 1.05 | 151% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 0.484 | 1.346 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 179M | 69,832% |
| Annual Yield % from dividends | 0.35 | 0.45 | 78% |
| Returns for 1 year | -7.70 | -5.04 | 153% |
| Returns for 3 years | -6.24 | 0.57 | -1,097% |
| Returns for 5 years | 32.00 | 26.53 | 121% |
| Returns for 10 years | 6.54 | N/A | - |