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AEPGX vs AIVFX
AEPGX vs AIVFX Comparison
Open Charts AEPGX vs AIVFX
American Funds EUPAC A
Price$59.01
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets134.41B
American Funds International Vntg F-2
Price$19.26
Change-$0.25 (-1.28%)
VolumeN/A
Net Assets2.44B
AEPGX vs AIVFX Comparison Chart
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AEPGX vs. AIVFX commentary
Jun 14, 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 AIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 134B vs. AIVFX (2.44B). AIVFX pays higher dividends than AEPGX: AIVFX (1.33) vs AEPGX (1.03). AEPGX was incepted earlier than AIVFX: AEPGX (41 years) vs AIVFX (6 years). AEPGX (0.85) is less costly to investors than AIVFX (0.64). AEPGX is a more actively managed with annual turnover of: 30.00 vs. AIVFX (20.00). AEPGX (250) and AIVFX (250) have matching initial minimum investment requirements. AIVFX annual gain was more profitable for investors over the last year : 13.14 vs. AEPGX (3.58). AIVFX return over 5 years is better than : 48.29 vs. AEPGX (19.06).
| AEPGX | AIVFX | AEPGX / AIVFX | |
| Total Expense Ratio | 0.85 | 0.64 | 133% |
| Annual Report Gross Expense Ratio | 0.85 | 0.64 | 133% |
| Fund Existence | 41 years | 6 years | - |
| Gain YTD | 9.847 | 18.305 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.44B | 5,496% |
| Annual Yield % from dividends | 1.03 | 1.33 | 77% |
| Returns for 1 year | 3.58 | 13.14 | 27% |
| Returns for 3 years | 25.86 | 51.43 | 50% |
| Returns for 5 years | 19.06 | 48.29 | 39% |
| Returns for 10 years | 21.91 | N/A | - |
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