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AEPCX vs SIFZX
AEPCX vs SIFZX Comparison
Open Charts AEPCX vs SIFZX
American Funds EUPAC C
Price$57.51
Change-$0.31 (-0.54%)
VolumeN/A
Net Assets132.65B
Saturna International Z
Price$25.00
Change+$0.06 (+0.24%)
VolumeN/A
Net Assets74.23M
AEPCX vs SIFZX Comparison Chart in %
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AEPCX vs. SIFZX commentary
Jul 17, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. SIFZX (74.2M). AEPCX pays higher dividends than SIFZX: AEPCX (0.17) vs SIFZX (0.08). AEPCX was incepted earlier than SIFZX: AEPCX (24 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 : 4.14 vs. AEPCX (0.75). SIFZX return over 5 years is better than : 44.13 vs. AEPCX (9.93).
| AEPCX | SIFZX | AEPCX / SIFZX | |
| Total Expense Ratio | 1.57 | 0.73 | 215% |
| Annual Report Gross Expense Ratio | 1.57 | 0.73 | 215% |
| Fund Existence | 24 years | 8 years | - |
| Gain YTD | 11.302 | 12.953 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 74.2M | 179,245% |
| Annual Yield % from dividends | 0.17 | 0.08 | 210% |
| Returns for 1 year | 0.75 | 4.14 | 18% |
| Returns for 3 years | 27.36 | 48.18 | 57% |
| Returns for 5 years | 9.93 | 44.13 | 22% |
| Returns for 10 years | 17.51 | N/A | - |
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