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AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds EUPAC F2
Price$61.40
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets136.01B
Invesco EQV International Equity R
Price$23.27
Change-$0.07 (-0.30%)
VolumeN/A
Net Assets2.5B
AEPFX vs AIERX Comparison Chart in %
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AEPFX vs. AIERX commentary
Jul 27, 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 Hold and AIERX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 136B vs. AIERX (2.5B). AIERX pays higher dividends than AEPFX: AIERX (2.29) vs AEPFX (0.87). 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 : 10.06 vs. AIERX (4.91). AEPFX return over 5 years is better than : 17.85 vs. AIERX (-20.73).
| 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 | 14.638 | 12.428 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.5B | 5,436% |
| Annual Yield % from dividends | 0.87 | 2.29 | 38% |
| Returns for 1 year | 10.06 | 4.91 | 205% |
| Returns for 3 years | 32.51 | 13.49 | 241% |
| Returns for 5 years | 17.85 | -20.73 | -86% |
| Returns for 10 years | 35.74 | -22.05 | -162% |