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AEPFX vs AIVBX
AEPFX vs AIVBX Comparison
Open Charts AEPFX vs AIVBX
American Funds EUPAC F2
Price$60.37
Change+$0.39 (+0.65%)
VolumeN/A
Net Assets134.77B
American Funds International Vntg A
Price$19.47
Change+$0.16 (+0.83%)
VolumeN/A
Net Assets2.46B
AEPFX vs AIVBX Comparison Chart in %
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AEPFX vs. AIVBX commentary
Jun 30, 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 AIVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. AIVBX (2.46B). AEPFX pays higher dividends than AIVBX: AEPFX (1.27) vs AIVBX (1.01). AEPFX was incepted earlier than AIVBX: AEPFX (17 years) vs AIVBX (6 years). AIVBX (1.00) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. AIVBX (20.00). AEPFX (250) and AIVBX (250) have matching initial minimum investment requirements. AIVBX annual gain was more profitable for investors over the last year : 15.91 vs. AEPFX (6.59). AIVBX return over 5 years is better than : 45.73 vs. AEPFX (22.68).
| AEPFX | AIVBX | AEPFX / AIVBX | |
| Total Expense Ratio | 0.58 | 1.00 | 58% |
| Annual Report Gross Expense Ratio | 0.58 | 1.00 | 58% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | 12.715 | 20.037 | 63% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.46B | 5,497% |
| Annual Yield % from dividends | 1.27 | 1.01 | 125% |
| Returns for 1 year | 6.59 | 15.91 | 41% |
| Returns for 3 years | 29.78 | 47.79 | 62% |
| Returns for 5 years | 22.68 | 45.73 | 50% |
| Returns for 10 years | 32.49 | N/A | - |
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