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AEPFX vs OCMPX
AEPFX vs OCMPX Comparison
Open Charts AEPFX vs OCMPX
American Funds Europacific Growth F2
Price$51.63
Change+$2.46 (+5.00%)
VolumeN/A
Net Assets110.84B
Lazard International Quality Gr Open
Price$15.41
Change+$0.65 (+4.40%)
VolumeN/A
Net Assets342.1M
AEPFX vs OCMPX Comparison Chart
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AEPFX vs. OCMPX commentary
Apr 11, 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 OCMPX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 111B vs. OCMPX (342M). AEPFX pays higher dividends than OCMPX: AEPFX (1.38) vs OCMPX (0.40). AEPFX was incepted earlier than OCMPX: AEPFX (17 years) vs OCMPX (6 years). OCMPX (1.43) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 vs. OCMPX (10.00). AEPFX has a lower initial minimum investment than OCMPX: AEPFX (250) vs OCMPX (2500). OCMPX annual gain was more profitable for investors over the last year : -8.18 vs. AEPFX (-14.96). OCMPX return over 5 years is better than : 39.31 vs. AEPFX (16.98).
| AEPFX | OCMPX | AEPFX / OCMPX | |
| Total Expense Ratio | 0.57 | 1.10 | 52% |
| Annual Report Gross Expense Ratio | 0.57 | 1.43 | 40% |
| Fund Existence | 17 years | 6 years | - |
| Gain YTD | -8.196 | -6.994 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 342M | 32,456% |
| Annual Yield % from dividends | 1.38 | 0.40 | 349% |
| Returns for 1 year | -14.96 | -8.18 | 183% |
| Returns for 3 years | -7.79 | -1.43 | 546% |
| Returns for 5 years | 16.98 | 39.31 | 43% |
| Returns for 10 years | 5.17 | N/A | - |
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