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AEGFX vs FDVIX
AEGFX vs FDVIX Comparison
Open Charts AEGFX vs FDVIX
American Funds EUPAC F1
Price$60.54
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Fidelity Advisor Diversified Intl I
Price$29.74
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets1.52B
AEGFX vs FDVIX Comparison Chart
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AEGFX vs. FDVIX commentary
Jun 07, 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 FDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 133B vs. FDVIX (1.52B). FDVIX pays higher dividends than AEGFX: FDVIX (1.56) vs AEGFX (1.00). AEGFX was incepted earlier than FDVIX: AEGFX (24 years) vs FDVIX (26 years). FDVIX (0.87) and AEGFX (0.86) have similar cost to investors . FDVIX is a more actively managed with annual turnover of: 33.00 vs. AEGFX (30.00). FDVIX has a lower initial minimum investment than AEGFX: FDVIX (0) vs AEGFX (250). FDVIX annual gain was more profitable for investors over the last year : 7.68 vs. AEGFX (2.82). FDVIX return over 5 years is better than : 27.14 vs. AEGFX (18.57).
| AEGFX | FDVIX | AEGFX / FDVIX | |
| Total Expense Ratio | 0.86 | 0.87 | 99% |
| Annual Report Gross Expense Ratio | 0.86 | 0.87 | 99% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 13.244 | 16.745 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.52B | 8,773% |
| Annual Yield % from dividends | 1.00 | 1.56 | 64% |
| Returns for 1 year | 2.82 | 7.68 | 37% |
| Returns for 3 years | 16.92 | 26.32 | 64% |
| Returns for 5 years | 18.57 | 27.14 | 68% |
| Returns for 10 years | 26.37 | 46.99 | 56% |
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