Interact to see
Advertisement
Advertisement
AEPGX vs BIGUX
AEPGX vs BIGUX Comparison
Open Charts AEPGX vs BIGUX
American Funds EUPAC A
Price$65.71
Change+$0.54 (+0.83%)
VolumeN/A
Net Assets138.77B
Baron International Growth R6
Price$34.07
Change+$0.24 (+0.71%)
VolumeN/A
Net Assets371.85M
AEPGX vs BIGUX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. BIGUX commentary
Oct 06, 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 BIGUX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 139B vs. BIGUX (372M). BIGUX (0.66) and AEPGX (0.65) have matching dividends . AEPGX was incepted earlier than BIGUX: AEPGX (42 years) vs BIGUX (9 years). BIGUX (1.01) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. BIGUX (24.00). AEPGX has a lower initial minimum investment than BIGUX: AEPGX (250) vs BIGUX (5000000). BIGUX annual gain was more profitable for investors over the last year : 20.95 vs. AEPGX (11.47). BIGUX return over 5 years is better than : 28.65 vs. AEPGX (18.09).
| AEPGX | BIGUX | AEPGX / BIGUX | |
| Total Expense Ratio | 0.83 | 0.95 | 87% |
| Annual Report Gross Expense Ratio | 0.83 | 1.01 | 82% |
| Fund Existence | 42 years | 9 years | - |
| Gain YTD | 22.319 | 26.981 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 139B | 372M | 37,366% |
| Annual Yield % from dividends | 0.65 | 0.66 | 99% |
| Returns for 1 year | 11.47 | 20.95 | 55% |
| Returns for 3 years | 45.75 | 54.35 | 84% |
| Returns for 5 years | 18.09 | 28.65 | 63% |
| Returns for 10 years | 46.00 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HLFMX | 9.01 | 0.09 | +1.01% |
| Harding Loevner Frontier Emerg Mkts Inst | |||
| EXHAX | 27.12 | 0.06 | +0.22% |
| Manning & Napier Pro-Blend Max Term S | |||
| RNPEX | 72.89 | 0.15 | +0.21% |
| American Funds New Perspective R4 | |||
| CGTUX | 117.27 | -0.26 | -0.22% |
| Columbia Global Technology Growth Inst3 | |||
| GTLLX | 30.86 | -0.14 | -0.45% |
| Glenmede Disciplined US Growth Eq Ptf | |||