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AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds Europacific Growth F2
Price$57.77
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets128.73B
Invesco EQV International Equity R
Price$21.97
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets2.42B
AEPFX vs AIERX Comparison Chart
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AEPFX vs. AIERX commentary
May 11, 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: 129B vs. AIERX (2.42B). AIERX pays higher dividends than AEPFX: AIERX (2.43) vs AEPFX (1.34). AEPFX was incepted earlier than AIERX: AEPFX (17 years) vs AIERX (23 years). AIERX (1.52) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 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 : -0.08 vs. AIERX (-2.66). AEPFX return over 5 years is better than : 29.98 vs. AIERX (-13.90).
| AEPFX | AIERX | AEPFX / AIERX | |
| Total Expense Ratio | 0.57 | 1.52 | 37% |
| Annual Report Gross Expense Ratio | 0.57 | 1.52 | 37% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 7.860 | 5.829 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 2.42B | 5,337% |
| Annual Yield % from dividends | 1.34 | 2.43 | 55% |
| Returns for 1 year | -0.08 | -2.66 | 3% |
| Returns for 3 years | 22.93 | 7.03 | 326% |
| Returns for 5 years | 29.98 | -13.90 | -216% |
| Returns for 10 years | 24.53 | -30.04 | -82% |
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