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AEPFX vs AIMOX
AEPFX vs AIMOX Comparison
Open Charts AEPFX vs AIMOX
American Funds EUPAC F2
Price$60.54
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets133.44B
AQR International Momentum Style I
Price$17.15
Change+$0.02 (+0.12%)
VolumeN/A
Net Assets193.76M
AEPFX vs AIMOX Comparison Chart
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AEPFX vs. AIMOX commentary
Jun 07, 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 AIMOX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. AIMOX (194M). AIMOX pays higher dividends than AEPFX: AIMOX (2.85) vs AEPFX (1.27). AEPFX was incepted earlier than AIMOX: AEPFX (17 years) vs AIMOX (16 years). AIMOX (0.72) is less costly to investors than AEPFX (0.57). AIMOX is a more actively managed with annual turnover of: 56.00 vs. AEPFX (30.00). 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 : 3.27 vs. AIMOX (-0.47). AIMOX return over 5 years is better than : 31.27 vs. AEPFX (21.40).
| AEPFX | AIMOX | AEPFX / AIMOX | |
| Total Expense Ratio | 0.57 | 0.63 | 90% |
| Annual Report Gross Expense Ratio | 0.57 | 0.72 | 79% |
| Fund Existence | 17 years | 16 years | - |
| Gain YTD | 12.995 | 21.718 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 194M | 68,557% |
| Annual Yield % from dividends | 1.27 | 2.85 | 45% |
| Returns for 1 year | 3.27 | -0.47 | -702% |
| Returns for 3 years | 19.33 | 14.15 | 137% |
| Returns for 5 years | 21.40 | 31.27 | 68% |
| Returns for 10 years | 32.62 | 51.71 | 63% |
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