AEPFX
Price
$61.93
Change
-$0.23 (-0.37%)
Updated
Aug 29 closing price
Net Assets
134.64B
APDIX
Price
$34.75
Change
-$0.15 (-0.43%)
Updated
Aug 29 closing price
Net Assets
5.76B
Interact to see
Advertisement

AEPFX vs APDIX

Header iconAEPFX vs APDIX Comparison
Open Charts AEPFX vs APDIXBanner chart's image
American Funds EUPAC F2
Price$61.93
Change-$0.23 (-0.37%)
VolumeN/A
Net Assets134.64B
Artisan International Advisor
Price$34.75
Change-$0.15 (-0.43%)
VolumeN/A
Net Assets5.76B
AEPFX vs APDIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
AEPFX vs. APDIX commentary
Sep 01, 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 APDIX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. APDIX (5.76B). AEPFX pays higher dividends than APDIX: AEPFX (0.85) vs APDIX (0.73). AEPFX was incepted earlier than APDIX: AEPFX (17 years) vs APDIX (10 years). APDIX (1.05) is less costly to investors than AEPFX (0.58). APDIX is a more actively managed with annual turnover of: 83.27 vs. AEPFX (35.00). AEPFX has a lower initial minimum investment than APDIX: AEPFX (250) vs APDIX (250000). APDIX annual gain was more profitable for investors over the last year : 14.89 vs. AEPFX (5.56). AEPFX return over 5 years is better than : 11.94 vs. APDIX (7.16).
AEPFXAPDIXAEPFX / APDIX
Total Expense Ratio0.581.0555%
Annual Report Gross Expense Ratio0.581.0555%
Fund Existence17 years10 years-
Gain YTD15.62729.51953%
Front LoadN/AN/A-
Min. Initial Investment2502500000%
Min. Initial Investment IRAN/AN/A-
Net Assets135B5.76B2,343%
Annual Yield % from dividends0.850.73117%
Returns for 1 year5.5614.8937%
Returns for 3 years33.9957.3859%
Returns for 5 years11.947.16167%
Returns for 10 years49.7039.55126%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
DAEIX21.920.09
+0.41%
Dean Equity Income
EICVX19.350.07
+0.36%
EIC Value A
PSCJX24.36-0.06
-0.25%
PGIM Jennison Small Company R4
WHGCX20.79-0.10
-0.48%
Westwood Quality SmallCap Fund C
JUEAX27.13-0.18
-0.66%
JPMorgan US Equity A