Interact to see
Advertisement
Advertisement
AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds EUPAC F2
Price$64.79
Change+$0.51 (+0.79%)
VolumeN/A
Net Assets136.3B
Invesco EQV International Equity R
Price$23.61
Change+$0.10 (+0.43%)
VolumeN/A
Net Assets2.24B
AEPFX vs AIERX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. AIERX commentary
Oct 02, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 136B vs. AIERX (2.25B). AIERX pays higher dividends than AEPFX: AIERX (2.25) vs AEPFX (0.82). 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 : 7.91 vs. AIERX (-1.12). AEPFX return over 5 years is better than : 17.68 vs. AIERX (-23.27).
| 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 | 20.015 | 12.524 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.25B | 6,058% |
| Annual Yield % from dividends | 0.82 | 2.25 | 37% |
| Returns for 1 year | 7.91 | -1.12 | -708% |
| Returns for 3 years | 54.55 | 26.16 | 209% |
| Returns for 5 years | 17.68 | -23.27 | -76% |
| Returns for 10 years | 53.93 | -14.92 | -362% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers