Interact to see
Advertisement
Advertisement
AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets132.86B
Invesco EQV International Equity R
Price$23.11
Change+$0.14 (+0.61%)
VolumeN/A
Net Assets2.21B
AEPFX vs AIERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. AIERX commentary
Sep 06, 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 AEPFX is a Buy and AIERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. AIERX (2.21B). AIERX pays higher dividends than AEPFX: AIERX (2.30) vs AEPFX (0.85). AEPFX was incepted earlier than AIERX: AEPFX (17 years) vs AIERX (23 years). AIERX (1.52) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. AIERX (28.00). AEPFX has a lower initial minimum investment than AIERX: AEPFX (250) vs AIERX (1000). AEPFX annual gain was more profitable for investors over the last year : 8.92 vs. AIERX (0.94). AEPFX return over 5 years is better than : 14.67 vs. AIERX (-24.19).
| AEPFX | AIERX | AEPFX / AIERX | |
| Total Expense Ratio | 0.58 | 1.52 | 38% |
| Annual Report Gross Expense Ratio | 0.58 | 1.52 | 38% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 15.963 | 10.645 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.21B | 6,026% |
| Annual Yield % from dividends | 0.85 | 2.30 | 37% |
| Returns for 1 year | 8.92 | 0.94 | 945% |
| Returns for 3 years | 38.00 | 15.68 | 242% |
| Returns for 5 years | 14.67 | -24.19 | -61% |
| Returns for 10 years | 47.81 | -16.73 | -286% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement