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AEPGX vs OCMPX
AEPGX vs OCMPX Comparison
Open Charts AEPGX vs OCMPX
American Funds EUPAC A
Price$61.34
Change+$0.74 (+1.22%)
VolumeN/A
Net Assets132.4B
Lazard International Quality Gr Open
Price$17.64
Change+$0.21 (+1.20%)
VolumeN/A
Net Assets406.51M
AEPGX vs OCMPX Comparison Chart in %
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AEPGX vs. OCMPX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 132B vs. OCMPX (407M). 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 : 12.94 vs. OCMPX (11.32). OCMPX return over 5 years is better than : 31.41 vs. AEPGX (11.99).
| AEPGX | OCMPX | AEPGX / OCMPX | |
| Total Expense Ratio | 0.83 | 1.10 | 75% |
| Annual Report Gross Expense Ratio | 0.83 | 1.37 | 61% |
| Fund Existence | 41 years | 7 years | - |
| Gain YTD | 14.185 | 9.830 | 144% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 407M | 32,432% |
| Annual Yield % from dividends | 0.70 | 0.37 | 189% |
| Returns for 1 year | 12.94 | 11.32 | 114% |
| Returns for 3 years | 24.43 | 28.73 | 85% |
| Returns for 5 years | 11.99 | 31.41 | 38% |
| Returns for 10 years | 26.53 | N/A | - |
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