AEPGX
Price
$62.25
Change
+$0.19 (+0.31%)
Updated
Aug 28 closing price
Net Assets
134.64B
OCMPX
Price
$17.69
Change
+$0.02 (+0.11%)
Updated
Aug 28 closing price
Net Assets
420.45M
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AEPGX vs OCMPX

Header iconAEPGX vs OCMPX Comparison
Open Charts AEPGX vs OCMPXBanner chart's image
American Funds EUPAC A
Price$62.25
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets134.64B
Lazard International Quality Gr Open
Price$17.69
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets420.45M
AEPGX vs OCMPX Comparison Chart in %
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AEPGX vs. OCMPX commentary
Aug 29, 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 OCMPX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. OCMPX (420M). AEPGX pays higher dividends than OCMPX: AEPGX (0.70) vs OCMPX (0.37). AEPGX was incepted earlier than OCMPX: AEPGX (41 years) vs OCMPX (7 years). OCMPX (1.37) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. OCMPX (25.00). AEPGX has a lower initial minimum investment than OCMPX: AEPGX (250) vs OCMPX (2500). AEPGX annual gain was more profitable for investors over the last year : 6.12 vs. OCMPX (4.79). OCMPX return over 5 years is better than : 28.53 vs. AEPGX (9.53).
AEPGXOCMPXAEPGX / OCMPX
Total Expense Ratio0.831.1075%
Annual Report Gross Expense Ratio0.831.3761%
Fund Existence41 years7 years-
Gain YTD15.87911.342140%
Front Load6%N/A-
Min. Initial Investment250250010%
Min. Initial Investment IRAN/AN/A-
Net Assets135B420M32,143%
Annual Yield % from dividends0.700.37189%
Returns for 1 year6.124.79128%
Returns for 3 years31.2236.5885%
Returns for 5 years9.5328.5333%
Returns for 10 years38.49N/A-
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