Interact to see
Advertisement
Advertisement
AEGFX vs IDVSX
AEGFX vs IDVSX Comparison
Open Charts AEGFX vs IDVSX
American Funds EUPAC F1
Price$61.18
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Morgan Stanley Inst Intl Advtg R6
Price$28.07
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets2.84B
AEGFX vs IDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. IDVSX commentary
Jul 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 Hold and IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B vs. IDVSX (2.84B). AEGFX pays higher dividends than IDVSX: AEGFX (0.67) vs IDVSX (0.21). AEGFX was incepted earlier than IDVSX: AEGFX (24 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 : 23.03 vs. AEGFX (9.75). IDVSX return over 5 years is better than : 27.06 vs. AEGFX (14.71).
| AEGFX | IDVSX | AEGFX / IDVSX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.89 | 97% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 14.441 | 16.473 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.84B | 4,747% |
| Annual Yield % from dividends | 0.67 | 0.21 | 316% |
| Returns for 1 year | 9.75 | 23.03 | 42% |
| Returns for 3 years | 29.95 | 40.49 | 74% |
| Returns for 5 years | 14.71 | 27.06 | 54% |
| Returns for 10 years | 28.55 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement