AEPFX
Price
$61.97
Change
-$0.11 (-0.18%)
Updated
Aug 27 closing price
Net Assets
134.64B
RERGX
Price
$62.20
Change
-$0.12 (-0.19%)
Updated
Aug 27 closing price
Net Assets
134.64B
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AEPFX vs RERGX

Header iconAEPFX vs RERGX Comparison
Open Charts AEPFX vs RERGXBanner chart's image
American Funds EUPAC F2
Price$61.97
Change-$0.11 (-0.18%)
VolumeN/A
Net Assets134.64B
American Funds EUPAC R6
Price$62.20
Change-$0.12 (-0.19%)
VolumeN/A
Net Assets134.64B
AEPFX vs RERGX Comparison Chart in %
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AEPFX vs. RERGX commentary
Aug 28, 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 RERGX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX (135B) and RERGX (135B) have equal amount of cash in the bank . RERGX pays higher dividends than AEPFX: RERGX (0.96) vs AEPFX (0.88). AEPFX was incepted earlier than RERGX: AEPFX (17 years) vs RERGX (16 years). AEPFX (0.58) is less costly to investors than RERGX (0.47). AEPFX (35.00) and RERGX (35.00) have comparable annual turnover. AEPFX (250) and RERGX (250) have matching initial minimum investment requirements. RERGX (5.60) and AEPFX (5.47) have marching annual gain over last year. AEPFX return over 5 years is better than : 12.01 vs. RERGX (10.62).
AEPFXRERGXAEPFX / RERGX
Total Expense Ratio0.580.47123%
Annual Report Gross Expense Ratio0.580.47123%
Fund Existence17 years16 years-
Gain YTD15.70215.78699%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets135B135B100%
Annual Yield % from dividends0.880.9692%
Returns for 1 year5.475.6098%
Returns for 3 years32.5931.20104%
Returns for 5 years12.0110.62113%
Returns for 10 years44.7639.27114%
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