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AEGFX vs IDVSX
AEGFX vs IDVSX Comparison
Open Charts AEGFX vs IDVSX
American Funds EUPAC F1
Price$65.51
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets138.04B
Morgan Stanley Inst Intl Advtg R6
Price$28.40
Change-$0.14 (-0.49%)
VolumeN/A
Net Assets2.79B
AEGFX vs IDVSX Comparison Chart in %
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AEGFX vs. IDVSX commentary
Oct 27, 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 IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 138B vs. IDVSX (2.79B). AEGFX pays higher dividends than IDVSX: AEGFX (0.63) vs IDVSX (0.22). AEGFX was incepted earlier than IDVSX: AEGFX (25 years) vs IDVSX (7 years). IDVSX (0.89) and AEGFX (0.86) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 35.00 vs. IDVSX (26.00). AEGFX has a lower initial minimum investment than IDVSX: AEGFX (250) vs IDVSX (5000000). IDVSX annual gain was more profitable for investors over the last year : 15.77 vs. AEGFX (13.17). IDVSX (14.74) and AEGFX (14.60) have equivalent 5 years return.
| AEGFX | IDVSX | AEGFX / IDVSX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.89 | 97% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 22.540 | 17.842 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.79B | 4,939% |
| Annual Yield % from dividends | 0.63 | 0.22 | 292% |
| Returns for 1 year | 13.17 | 15.77 | 83% |
| Returns for 3 years | 48.02 | 58.23 | 82% |
| Returns for 5 years | 14.60 | 14.74 | 99% |
| Returns for 10 years | 42.37 | N/A | - |
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