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AEGFX vs FIVFX
AEGFX vs FIVFX Comparison
Open Charts AEGFX vs FIVFX
American Funds EUPAC F1
Price$60.16
Change+$0.38 (+0.64%)
VolumeN/A
Net Assets134.77B
Fidelity International Capital Apprec
Price$32.75
Change+$0.36 (+1.11%)
VolumeN/A
Net Assets4.09B
AEGFX vs FIVFX Comparison Chart in %
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AEGFX vs. FIVFX commentary
Jul 01, 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 FIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. FIVFX (4.09B). AEGFX pays higher dividends than FIVFX: AEGFX (1.00) vs FIVFX (0.66). AEGFX was incepted earlier than FIVFX: AEGFX (24 years) vs FIVFX (31 years). AEGFX (0.86) and FIVFX (0.84) have similar cost to investors . FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEGFX (35.00). FIVFX has a lower initial minimum investment than AEGFX: FIVFX (0) vs AEGFX (250). FIVFX annual gain was more profitable for investors over the last year : 14.55 vs. AEGFX (6.28). FIVFX return over 5 years is better than : 47.86 vs. AEGFX (19.42).
| AEGFX | FIVFX | AEGFX / FIVFX | |
| Total Expense Ratio | 0.86 | 0.84 | 102% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 12.533 | 18.918 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 4.09B | 3,299% |
| Annual Yield % from dividends | 1.00 | 0.66 | 151% |
| Returns for 1 year | 6.28 | 14.55 | 43% |
| Returns for 3 years | 27.23 | 64.12 | 42% |
| Returns for 5 years | 19.42 | 47.86 | 41% |
| Returns for 10 years | 25.45 | 92.87 | 27% |
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