AEPFX
Price
$60.73
Change
+$0.19 (+0.31%)
Updated
Jun 6 closing price
Net Assets
133.45B
SGQIX
Price
$44.34
Change
+$0.17 (+0.38%)
Updated
Jun 6 closing price
Net Assets
468.95M
Interact to see
Advertisement

AEPFX vs SGQIX

Header iconAEPFX vs SGQIX Comparison
Open Charts AEPFX vs SGQIXBanner chart's image
American Funds EUPAC F2
Price$60.73
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
DWS International Growth Inst
Price$44.34
Change+$0.17 (+0.38%)
VolumeN/A
Net Assets468.95M
AEPFX vs SGQIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
AEPFX vs. SGQIX commentary
Jun 07, 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 Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. SGQIX (469M). SGQIX (1.33) and AEPFX (1.27) have matching dividends . AEPFX was incepted earlier than SGQIX: AEPFX (17 years) vs SGQIX (17 years). SGQIX (0.92) is less costly to investors than AEPFX (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 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 : 10.07 vs. AEPFX (3.12). SGQIX return over 5 years is better than : 27.03 vs. AEPFX (21.82).
AEPFXSGQIXAEPFX / SGQIX
Total Expense Ratio0.570.8766%
Annual Report Gross Expense Ratio0.570.9262%
Fund Existence17 years17 years-
Gain YTD13.38712.880104%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets133B469M28,358%
Annual Yield % from dividends1.271.3396%
Returns for 1 year3.1210.0731%
Returns for 3 years19.2324.2679%
Returns for 5 years21.8227.0381%
Returns for 10 years33.4361.5954%
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 %
LZSCX10.940.16
+1.48%
Lazard US Small Cap Equity Select Instl
PJFOX69.380.57
+0.83%
PGIM Jennison Growth R2
ACMTX9.98N/A
N/A
AB All Market Real Return C
DIEZX12.45N/A
N/A
Destinations International Equity Z
MAPPX25.42N/A
N/A
Morgan Stanley Inst Advantage A