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AEGFX vs FDVAX
AEGFX vs FDVAX Comparison
Open Charts AEGFX vs FDVAX
American Funds EUPAC F1
Price$61.01
Change+$0.74 (+1.23%)
VolumeN/A
Net Assets132.4B
Fidelity Advisor Diversified Intl A
Price$29.49
Change+$0.31 (+1.06%)
VolumeN/A
Net Assets1.52B
AEGFX vs FDVAX Comparison Chart in %
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AEGFX vs. FDVAX 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 AEGFX is a Hold and FDVAX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 132B vs. FDVAX (1.52B). FDVAX pays higher dividends than AEGFX: FDVAX (1.36) vs AEGFX (0.68). 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 : 15.04 vs. AEGFX (12.86). FDVAX return over 5 years is better than : 18.74 vs. AEGFX (11.82).
| 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 | 14.123 | 17.661 | 80% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.52B | 8,667% |
| Annual Yield % from dividends | 0.68 | 1.36 | 50% |
| Returns for 1 year | 12.86 | 15.04 | 86% |
| Returns for 3 years | 24.32 | 31.38 | 78% |
| Returns for 5 years | 11.82 | 18.74 | 63% |
| Returns for 10 years | 26.29 | 41.19 | 64% |
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