AEPCX
Price
$58.16
Change
+$0.03 (+0.05%)
Updated
Jun 5 closing price
Net Assets
133.45B
SIFZX
Price
$24.74
Change
+$0.07 (+0.28%)
Updated
Jun 5 closing price
Net Assets
73.69M
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AEPCX vs SIFZX

Header iconAEPCX vs SIFZX Comparison
Open Charts AEPCX vs SIFZXBanner chart's image
American Funds EUPAC C
Price$58.16
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets133.45B
Saturna International Z
Price$24.74
Change+$0.07 (+0.28%)
VolumeN/A
Net Assets73.69M
AEPCX vs SIFZX Comparison Chart
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AEPCX vs. SIFZX commentary
Jun 07, 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 SIFZX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. SIFZX (73.7M). AEPCX pays higher dividends than SIFZX: AEPCX (0.32) vs SIFZX (0.08). AEPCX was incepted earlier than SIFZX: AEPCX (24 years) vs SIFZX (8 years). AEPCX (1.59) is less costly to investors than SIFZX (0.73). AEPCX is a more actively managed with annual turnover of: 30.00 vs. SIFZX (19.00). AEPCX has a lower initial minimum investment than SIFZX: AEPCX (250) vs SIFZX (1000). SIFZX annual gain was more profitable for investors over the last year : 4.40 vs. AEPCX (2.04). SIFZX return over 5 years is better than : 47.24 vs. AEPCX (14.22).
AEPCXSIFZXAEPCX / SIFZX
Total Expense Ratio1.590.73218%
Annual Report Gross Expense Ratio1.590.73218%
Fund Existence24 years8 years-
Gain YTD12.50211.730107%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets133B73.7M180,461%
Annual Yield % from dividends0.320.08392%
Returns for 1 year2.044.4046%
Returns for 3 years14.8234.8743%
Returns for 5 years14.2247.2430%
Returns for 10 years20.67N/A-
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