Interact to see
Advertisement
Advertisement
AEGFX vs IDVSX
AEGFX vs IDVSX Comparison
Open Charts AEGFX vs IDVSX
American Funds EUPAC F1
Price$58.70
Change-$0.79 (-1.33%)
VolumeN/A
Net Assets132.56B
Morgan Stanley Inst Intl Advtg R6
Price$27.43
Change-$0.47 (-1.68%)
VolumeN/A
Net Assets2.83B
AEGFX vs IDVSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. IDVSX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 133B vs. IDVSX (2.83B). AEGFX pays higher dividends than IDVSX: AEGFX (1.00) vs IDVSX (0.22). 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: 30.00 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 : 19.62 vs. AEGFX (3.51). IDVSX return over 5 years is better than : 37.58 vs. AEGFX (18.85).
| 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 | 9.802 | 15.768 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.83B | 4,695% |
| Annual Yield % from dividends | 1.00 | 0.22 | 460% |
| Returns for 1 year | 3.51 | 19.62 | 18% |
| Returns for 3 years | 25.77 | 48.05 | 54% |
| Returns for 5 years | 18.85 | 37.58 | 50% |
| Returns for 10 years | 21.70 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement