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AEGFX vs FDVAX
AEGFX vs FDVAX Comparison
Open Charts AEGFX vs FDVAX
American Funds Europacific Growth F1
Price$56.46
Change+$0.48 (+0.86%)
VolumeN/A
Net Assets130B
Fidelity Advisor Diversified Intl A
Price$26.24
Change+$0.31 (+1.20%)
VolumeN/A
Net Assets1.34B
AEGFX vs FDVAX Comparison Chart
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AEGFX vs. FDVAX commentary
Jan 31, 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: 130B vs. FDVAX (1.34B). AEGFX pays higher dividends than FDVAX: AEGFX (1.48) vs FDVAX (1.11). AEGFX was incepted earlier than FDVAX: AEGFX (24 years) vs FDVAX (26 years). AEGFX is a more actively managed with annual turnover of: 34.00 vs. FDVAX (23.00). 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 : 5.84 vs. AEGFX (4.99). FDVAX return over 5 years is better than : 11.87 vs. AEGFX (9.51).
| AEGFX | FDVAX | AEGFX / FDVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 5.612 | 4.556 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 130B | 1.34B | 9,687% |
| Annual Yield % from dividends | 1.48 | 1.11 | 133% |
| Returns for 1 year | 4.99 | 5.84 | 85% |
| Returns for 3 years | -2.83 | -1.45 | 195% |
| Returns for 5 years | 9.51 | 11.87 | 80% |
| Returns for 10 years | 23.81 | 38.50 | 62% |