Interact to see
Advertisement
Advertisement
AEGFX vs FDVAX
AEGFX vs FDVAX Comparison
Open Charts AEGFX vs FDVAX
American Funds EUPAC F1
Price$60.42
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.48B
Fidelity Advisor Diversified Intl A
Price$29.41
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.58B
AEGFX vs FDVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FDVAX commentary
Jul 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 AEGFX is a Buy and FDVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. FDVAX (1.58B). FDVAX pays higher dividends than AEGFX: FDVAX (1.33) vs AEGFX (0.67). AEGFX was incepted earlier than FDVAX: AEGFX (24 years) vs FDVAX (27 years). FDVAX (1.12) is less costly to investors than AEGFX (0.86). AEGFX is a more actively managed with annual turnover of: 35.00 vs. FDVAX (33.00). FDVAX has a lower initial minimum investment than AEGFX: FDVAX (0) vs AEGFX (250). FDVAX annual gain was more profitable for investors over the last year : 9.48 vs. AEGFX (5.20). FDVAX return over 5 years is better than : 25.99 vs. AEGFX (16.84).
| AEGFX | FDVAX | AEGFX / FDVAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 13.019 | 18.589 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.58B | 8,508% |
| Annual Yield % from dividends | 0.67 | 1.33 | 51% |
| Returns for 1 year | 5.20 | 9.48 | 55% |
| Returns for 3 years | 29.67 | 40.73 | 73% |
| Returns for 5 years | 16.84 | 25.99 | 65% |
| Returns for 10 years | 27.31 | 47.24 | 58% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers