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AEPGX vs AIVEX
AEPGX vs AIVEX Comparison
Open Charts AEPGX vs AIVEX
American Funds Europacific Growth A
Price$59.55
Change-$0.39 (-0.65%)
VolumeN/A
Net Assets133.21B
American Funds International Vntg F-1
Price$18.90
Change-$0.11 (-0.58%)
VolumeN/A
Net Assets2.35B
AEPGX vs AIVEX Comparison Chart
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AEPGX vs. AIVEX commentary
May 23, 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 Hold and AIVEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. AIVEX (2.35B). AIVEX pays higher dividends than AEPGX: AIVEX (1.18) vs AEPGX (1.08). 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 : 9.68 vs. AEPGX (0.22). AIVEX return over 5 years is better than : 52.60 vs. AEPGX (29.77).
| 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 | 10.853 | 16.308 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.35B | 5,652% |
| Annual Yield % from dividends | 1.08 | 1.18 | 92% |
| Returns for 1 year | 0.22 | 9.68 | 2% |
| Returns for 3 years | 19.38 | 38.95 | 50% |
| Returns for 5 years | 29.77 | 52.60 | 57% |
| Returns for 10 years | 19.33 | N/A | - |
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