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AEPGX vs AIVEX
AEPGX vs AIVEX Comparison
Open Charts AEPGX vs AIVEX
American Funds EUPAC A
Price$62.41
Change+$0.36 (+0.58%)
VolumeN/A
Net Assets135.22B
American Funds International Vntg F-1
Price$19.79
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets2.54B
AEPGX vs AIVEX Comparison Chart in %
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AEPGX vs. AIVEX commentary
Aug 16, 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: 135B vs. AIVEX (2.54B). AIVEX pays higher dividends than AEPGX: AIVEX (1.12) vs AEPGX (0.70). AEPGX was incepted earlier than AIVEX: AEPGX (41 years) vs AIVEX (6 years). AIVEX (0.91) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 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 : 15.31 vs. AEPGX (8.23). AIVEX return over 5 years is better than : 37.81 vs. AEPGX (12.84).
| AEPGX | AIVEX | AEPGX / AIVEX | |
| Total Expense Ratio | 0.83 | 0.91 | 91% |
| Annual Report Gross Expense Ratio | 0.83 | 0.91 | 91% |
| Fund Existence | 41 years | 6 years | - |
| Gain YTD | 16.176 | 21.785 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.54B | 5,315% |
| Annual Yield % from dividends | 0.70 | 1.12 | 63% |
| Returns for 1 year | 8.23 | 15.31 | 54% |
| Returns for 3 years | 24.68 | 41.18 | 60% |
| Returns for 5 years | 12.84 | 37.81 | 34% |
| Returns for 10 years | 32.25 | N/A | - |
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