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AEPFX vs AIERX
AEPFX vs AIERX Comparison
Open Charts AEPFX vs AIERX
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
Invesco EQV International Equity R
Price$22.71
Change-$0.42 (-1.82%)
VolumeN/A
Net Assets2.46B
AEPFX vs AIERX Comparison Chart
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AEPFX vs. AIERX commentary
Jun 15, 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 (2.46B). AIERX pays higher dividends than AEPFX: AIERX (2.33) vs AEPFX (1.27). 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 : 3.81 vs. AIERX (0.62). AEPFX return over 5 years is better than : 22.11 vs. AIERX (-16.93).
| 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 | 9.951 | 9.393 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.46B | 5,400% |
| Annual Yield % from dividends | 1.27 | 2.33 | 55% |
| Returns for 1 year | 3.81 | 0.62 | 614% |
| Returns for 3 years | 28.26 | 13.70 | 206% |
| Returns for 5 years | 22.11 | -16.93 | -131% |
| Returns for 10 years | 28.52 | -26.30 | -108% |
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