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AEGFX vs FDVAX
AEGFX vs FDVAX Comparison
Open Charts AEGFX vs FDVAX
American Funds EUPAC F1
Price$60.18
Change-$0.47 (-0.77%)
VolumeN/A
Net Assets134.71B
Fidelity Advisor Diversified Intl A
Price$29.21
Change-$0.29 (-0.98%)
VolumeN/A
Net Assets1.58B
AEGFX vs FDVAX Comparison Chart in %
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AEGFX vs. FDVAX commentary
Jul 12, 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: 135B 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 : 8.35 vs. AEGFX (2.85). FDVAX return over 5 years is better than : 23.62 vs. AEGFX (13.35).
| 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 | 12.570 | 18.952 | 66% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.58B | 8,571% |
| Annual Yield % from dividends | 0.67 | 1.33 | 51% |
| Returns for 1 year | 2.85 | 8.35 | 34% |
| Returns for 3 years | 31.63 | 43.09 | 73% |
| Returns for 5 years | 13.35 | 23.62 | 56% |
| Returns for 10 years | 23.96 | 43.34 | 55% |
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