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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
American Funds EUPAC A
Price$65.81
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets137.54B
Artisan International Institutional
Price$36.55
Change+$0.24 (+0.66%)
VolumeN/A
Net Assets5.85B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX commentary
Oct 09, 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 APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 138B vs. APHIX (5.85B). APHIX pays higher dividends than AEPGX: APHIX (0.75) vs AEPGX (0.65). AEPGX was incepted earlier than APHIX: AEPGX (42 years) vs APHIX (28 years). APHIX (0.96) is less costly to investors than AEPGX (0.83). APHIX is a more actively managed with annual turnover of: 83.27 vs. AEPGX (35.00). AEPGX has a lower initial minimum investment than APHIX: AEPGX (250) vs APHIX (1000000). APHIX annual gain was more profitable for investors over the last year : 21.02 vs. AEPGX (11.46). APHIX (13.94) and AEPGX (13.84) have equivalent 5 years return.
| AEPGX | APHIX | AEPGX / APHIX | |
| Total Expense Ratio | 0.83 | 0.96 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 42 years | 28 years | - |
| Gain YTD | 22.506 | 34.722 | 65% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 5.85B | 2,359% |
| Annual Yield % from dividends | 0.65 | 0.75 | 87% |
| Returns for 1 year | 11.46 | 21.02 | 55% |
| Returns for 3 years | 51.02 | 76.79 | 66% |
| Returns for 5 years | 13.84 | 13.94 | 99% |
| Returns for 10 years | 44.42 | 43.25 | 103% |
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