AEPFX
Price
$61.43
Change
+$0.19 (+0.31%)
Updated
Aug 8 closing price
Net Assets
134.33B
SGQIX
Price
$44.67
Change
+$0.02 (+0.04%)
Updated
Aug 8 closing price
Net Assets
470.65M
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AEPFX vs SGQIX

Header iconAEPFX vs SGQIX Comparison
Open Charts AEPFX vs SGQIXBanner chart's image
American Funds EUPAC F2
Price$61.43
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets134.33B
DWS International Growth Inst
Price$44.67
Change+$0.02 (+0.04%)
VolumeN/A
Net Assets470.65M
AEPFX vs SGQIX Comparison Chart in %
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AEPFX vs. SGQIX commentary
Aug 10, 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 SGQIX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. SGQIX (471M). SGQIX pays higher dividends than AEPFX: SGQIX (1.32) vs AEPFX (0.88). AEPFX was incepted earlier than SGQIX: AEPFX (17 years) vs SGQIX (17 years). SGQIX (0.92) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. SGQIX (7.00). AEPFX has a lower initial minimum investment than SGQIX: AEPFX (250) vs SGQIX (1000000). SGQIX annual gain was more profitable for investors over the last year : 14.21 vs. AEPFX (10.95). SGQIX return over 5 years is better than : 20.10 vs. AEPFX (15.24).
AEPFXSGQIXAEPFX / SGQIX
Total Expense Ratio0.580.8767%
Annual Report Gross Expense Ratio0.580.9263%
Fund Existence17 years17 years-
Gain YTD14.69414.158104%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets134B471M28,450%
Annual Yield % from dividends0.881.3267%
Returns for 1 year10.9514.2177%
Returns for 3 years28.5530.5593%
Returns for 5 years15.2420.1076%
Returns for 10 years35.4864.8955%
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