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AEPFX vs AIMOX
AEPFX vs AIMOX Comparison
Open Charts AEPFX vs AIMOX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets133.49B
AQR International Momentum Style I
Price$17.87
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets217.71M
AEPFX vs AIMOX Comparison Chart in %
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AEPFX vs. AIMOX commentary
Sep 08, 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 AIMOX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. AIMOX (218M). AIMOX pays higher dividends than AEPFX: AIMOX (2.72) vs AEPFX (0.85). AEPFX was incepted earlier than AIMOX: AEPFX (17 years) vs AIMOX (16 years). AIMOX (0.72) is less costly to investors than AEPFX (0.58). AIMOX is a more actively managed with annual turnover of: 56.00 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than AIMOX: AEPFX (250) vs AIMOX (5000000). AEPFX annual gain was more profitable for investors over the last year : 8.92 vs. AIMOX (3.77). AIMOX return over 5 years is better than : 29.73 vs. AEPFX (14.67).
| AEPFX | AIMOX | AEPFX / AIMOX | |
| Total Expense Ratio | 0.58 | 0.63 | 92% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 15.963 | 26.828 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 218M | 61,009% |
| Annual Yield % from dividends | 0.85 | 2.72 | 31% |
| Returns for 1 year | 8.92 | 3.77 | 237% |
| Returns for 3 years | 38.00 | 35.37 | 107% |
| Returns for 5 years | 14.67 | 29.73 | 49% |
| Returns for 10 years | 47.81 | 69.25 | 69% |
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