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AEGFX vs FDVAX
AEGFX vs FDVAX Comparison
Open Charts AEGFX vs FDVAX
American Funds Europacific Growth F1
Price$53.80
Change-$1.56 (-2.82%)
VolumeN/A
Net Assets125.35B
Fidelity Advisor Diversified Intl A
Price$25.63
Change-$0.69 (-2.62%)
VolumeN/A
Net Assets1.39B
AEGFX vs FDVAX Comparison Chart
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AEGFX vs. FDVAX commentary
Apr 05, 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 Hold and FDVAX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 125B vs. FDVAX (1.39B). FDVAX pays higher dividends than AEGFX: FDVAX (1.50) vs AEGFX (1.09). AEGFX was incepted earlier than FDVAX: AEGFX (24 years) vs FDVAX (26 years). FDVAX (1.12) is less costly to investors than AEGFX (0.86). FDVAX is a more actively managed with annual turnover of: 33.00 vs. AEGFX (30.00). 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 : 0.07 vs. AEGFX (-6.89). FDVAX return over 5 years is better than : 46.14 vs. AEGFX (36.50).
| 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 | 26 years | - |
| Gain YTD | 0.636 | 6.129 | 10% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.39B | 9,019% |
| Annual Yield % from dividends | 1.09 | 1.50 | 73% |
| Returns for 1 year | -6.89 | 0.07 | -9,956% |
| Returns for 3 years | -4.50 | 2.96 | -152% |
| Returns for 5 years | 36.50 | 46.14 | 79% |
| Returns for 10 years | 10.86 | 31.46 | 35% |
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