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AEPGX vs AIVEX
AEPGX vs AIVEX Comparison
Open Charts AEPGX vs AIVEX
American Funds EUPAC A
Price$59.01
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
American Funds International Vntg F-1
Price$19.21
Change-$0.25 (-1.28%)
VolumeN/A
Net Assets2.41B
AEPGX vs AIVEX Comparison Chart
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AEPGX vs. AIVEX commentary
Jun 15, 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 AEPGX is a Buy and AIVEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. AIVEX (2.41B). AIVEX pays higher dividends than AEPGX: AIVEX (1.12) vs AEPGX (1.03). AEPGX was incepted earlier than AIVEX: AEPGX (41 years) vs AIVEX (6 years). AIVEX (0.91) is less costly to investors than AEPGX (0.85). AEPGX is a more actively managed with annual turnover of: 30.00 vs. AIVEX (20.00). AEPGX (250) and AIVEX (250) have matching initial minimum investment requirements. AIVEX annual gain was more profitable for investors over the last year : 12.84 vs. AEPGX (3.58). AIVEX return over 5 years is better than : 46.48 vs. AEPGX (19.06).
| AEPGX | AIVEX | AEPGX / AIVEX | |
| Total Expense Ratio | 0.85 | 0.91 | 93% |
| Annual Report Gross Expense Ratio | 0.85 | 0.91 | 93% |
| Fund Existence | 41 years | 6 years | - |
| Gain YTD | 9.847 | 18.215 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.41B | 5,521% |
| Annual Yield % from dividends | 1.03 | 1.12 | 92% |
| Returns for 1 year | 3.58 | 12.84 | 28% |
| Returns for 3 years | 25.86 | 50.19 | 52% |
| Returns for 5 years | 19.06 | 46.48 | 41% |
| Returns for 10 years | 21.91 | N/A | - |
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