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AEPFX vs AIVBX
AEPFX vs AIVBX Comparison
Open Charts AEPFX vs AIVBX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets133.49B
American Funds International Vntg A
Price$19.53
Change+$0.12 (+0.62%)
VolumeN/A
Net Assets2.53B
AEPFX vs AIVBX Comparison Chart in %
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AEPFX vs. AIVBX 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 AIVBX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. AIVBX (2.53B). AIVBX pays higher dividends than AEPFX: AIVBX (0.99) vs AEPFX (0.85). 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 : 14.05 vs. AEPFX (8.92). AIVBX return over 5 years is better than : 37.63 vs. AEPFX (14.67).
| 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 | 15.963 | 21.023 | 76% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.53B | 5,249% |
| Annual Yield % from dividends | 0.85 | 0.99 | 86% |
| Returns for 1 year | 8.92 | 14.05 | 64% |
| Returns for 3 years | 38.00 | 52.94 | 72% |
| Returns for 5 years | 14.67 | 37.63 | 39% |
| Returns for 10 years | 47.81 | N/A | - |
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