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AEPCX vs SIFZX
AEPCX vs SIFZX Comparison
Open Charts AEPCX vs SIFZX
American Funds EUPAC C
Price$62.86
Change+$0.51 (+0.82%)
VolumeN/A
Net Assets137.54B
Saturna International Z
Price$27.25
Change-$0.27 (-0.98%)
VolumeN/A
Net Assets80.01M
AEPCX vs SIFZX Comparison Chart in %
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AEPCX vs. SIFZX commentary
Oct 09, 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.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 138B vs. SIFZX (80M). AEPCX pays higher dividends than SIFZX: AEPCX (0.16) vs SIFZX (0.07). AEPCX was incepted earlier than SIFZX: AEPCX (25 years) vs SIFZX (8 years). AEPCX (1.57) is less costly to investors than SIFZX (0.73). AEPCX is a more actively managed with annual turnover of: 35.00 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 : 15.32 vs. AEPCX (10.37). SIFZX return over 5 years is better than : 46.83 vs. AEPCX (9.75).
| AEPCX | SIFZX | AEPCX / SIFZX | |
| Total Expense Ratio | 1.57 | 0.73 | 215% |
| Annual Report Gross Expense Ratio | 1.57 | 0.73 | 215% |
| Fund Existence | 25 years | 8 years | - |
| Gain YTD | 21.657 | 23.415 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 80M | 172,500% |
| Annual Yield % from dividends | 0.16 | 0.07 | 214% |
| Returns for 1 year | 10.37 | 15.32 | 68% |
| Returns for 3 years | 47.98 | 71.52 | 67% |
| Returns for 5 years | 9.75 | 46.83 | 21% |
| Returns for 10 years | 38.43 | N/A | - |
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