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AEGFX vs FIVFX
AEGFX vs FIVFX Comparison
Open Charts AEGFX vs FIVFX
American Funds Europacific Growth F1
Price$57.59
Change+$0.30 (+0.52%)
VolumeN/A
Net Assets128.73B
Fidelity International Capital Apprec
Price$30.27
Change+$0.04 (+0.13%)
VolumeN/A
Net Assets3.8B
AEGFX vs FIVFX Comparison Chart
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AEGFX vs. FIVFX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 129B vs. FIVFX (3.8B). AEGFX pays higher dividends than FIVFX: AEGFX (1.06) vs FIVFX (0.71). 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 (30.00). 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 : 8.20 vs. AEGFX (-0.40). FIVFX return over 5 years is better than : 47.81 vs. AEGFX (26.52).
| 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 | 7.725 | 9.913 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 129B | 3.8B | 3,393% |
| Annual Yield % from dividends | 1.06 | 0.71 | 150% |
| Returns for 1 year | -0.40 | 8.20 | -5% |
| Returns for 3 years | 20.53 | 47.38 | 43% |
| Returns for 5 years | 26.52 | 47.81 | 55% |
| Returns for 10 years | 17.93 | 75.41 | 24% |
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