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AEPCX vs POIRX
AEPCX vs POIRX Comparison
Open Charts AEPCX vs POIRX
American Funds Europacific Growth C
Price$51.92
Change-$1.50 (-2.81%)
VolumeN/A
Net Assets125.35B
Polen International Growth Investor
Price$15.05
Change-$0.55 (-3.53%)
VolumeN/A
Net Assets178.73M
AEPCX vs POIRX Comparison Chart
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AEPCX vs. POIRX 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 POIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 125B vs. POIRX (179M). AEPCX pays higher dividends than POIRX: AEPCX (0.35) vs POIRX (0.18). AEPCX was incepted earlier than POIRX: AEPCX (24 years) vs POIRX (8 years). AEPCX (1.59) is less costly to investors than POIRX (1.30). AEPCX is a more actively managed with annual turnover of: 30.00 vs. POIRX (15.00). AEPCX has a lower initial minimum investment than POIRX: AEPCX (250) vs POIRX (3000). POIRX annual gain was more profitable for investors over the last year : -5.30 vs. AEPCX (-7.70). AEPCX return over 5 years is better than : 32.00 vs. POIRX (25.06).
| AEPCX | POIRX | AEPCX / POIRX | |
| Total Expense Ratio | 1.59 | 1.30 | 122% |
| Annual Report Gross Expense Ratio | 1.59 | 1.30 | 122% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 0.484 | 1.299 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 179M | 69,832% |
| Annual Yield % from dividends | 0.35 | 0.18 | 200% |
| Returns for 1 year | -7.70 | -5.30 | 145% |
| Returns for 3 years | -6.24 | -0.18 | 3,556% |
| Returns for 5 years | 32.00 | 25.06 | 128% |
| Returns for 10 years | 6.54 | N/A | - |