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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
American Funds EUPAC A
Price$63.78
Change-$0.26 (-0.41%)
VolumeN/A
Net Assets132.22B
Artisan International Institutional
Price$35.32
Change-$0.14 (-0.39%)
VolumeN/A
Net Assets6.14B
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX commentary
Nov 20, 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 APHIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 132B vs. APHIX (6.14B). APHIX pays higher dividends than AEPGX: APHIX (0.75) vs AEPGX (0.64). 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 : 18.15 vs. AEPGX (13.03). APHIX return over 5 years is better than : 8.09 vs. AEPGX (3.80).
| 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 | 18.727 | 30.188 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 6.14B | 2,151% |
| Annual Yield % from dividends | 0.64 | 0.75 | 85% |
| Returns for 1 year | 13.03 | 18.15 | 72% |
| Returns for 3 years | 31.32 | 49.12 | 64% |
| Returns for 5 years | 3.80 | 8.09 | 47% |
| Returns for 10 years | 38.74 | 32.83 | 118% |
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