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AEPFX vs RERFX
AEPFX vs RERFX Comparison
Open Charts AEPFX vs RERFX
American Funds EUPAC F2
Price$65.19
Change-$0.28 (-0.43%)
VolumeN/A
Net Assets137.72B
American Funds EUPAC R5
Price$65.35
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.72B
AEPFX vs RERFX Comparison Chart in %
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AEPFX vs. RERFX commentary
Oct 18, 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 RERFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX (138B) and RERFX (138B) have equal amount of cash in the bank . RERFX (0.85) and AEPFX (0.82) have matching dividends . AEPFX was incepted earlier than RERFX: AEPFX (17 years) vs RERFX (23 years). AEPFX (0.58) is less costly to investors than RERFX (0.52). AEPFX (35.00) and RERFX (35.00) have comparable annual turnover. AEPFX (250) and RERFX (250) have matching initial minimum investment requirements. RERFX (11.91) and AEPFX (11.34) have marching annual gain over last year. AEPFX return over 5 years is better than : 16.92 vs. RERFX (15.75).
| AEPFX | RERFX | AEPFX / RERFX | |
| Total Expense Ratio | 0.58 | 0.52 | 112% |
| Annual Report Gross Expense Ratio | 0.58 | 0.52 | 112% |
| Fund Existence | 17 years | 23 years | - |
| Gain YTD | 21.714 | 22.288 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 138B | 100% |
| Annual Yield % from dividends | 0.82 | 0.85 | 96% |
| Returns for 1 year | 11.34 | 11.91 | 95% |
| Returns for 3 years | 51.66 | 50.52 | 102% |
| Returns for 5 years | 16.92 | 15.75 | 107% |
| Returns for 10 years | 50.44 | 45.03 | 112% |
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