Interact to see
Advertisement
Advertisement
AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds EUPAC C
Price$60.86
Change-$0.25 (-0.41%)
VolumeN/A
Net Assets132.22B
Fidelity Advisor Diversified Intl A
Price$29.88
Change-$0.43 (-1.42%)
VolumeN/A
Net Assets1.63B
AEPCX vs FDVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FDVAX commentary
Nov 20, 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 AEPCX is a Hold and FDVAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 132B vs. FDVAX (1.63B). FDVAX pays higher dividends than AEPCX: FDVAX (1.27) vs AEPCX (0.15). AEPCX was incepted earlier than FDVAX: AEPCX (25 years) vs FDVAX (27 years). AEPCX (1.57) is less costly to investors than FDVAX (1.12). FDVAX is a more actively managed with annual turnover of: 37.00 vs. AEPCX (35.00). FDVAX has a lower initial minimum investment than AEPCX: FDVAX (0) vs AEPCX (250). FDVAX annual gain was more profitable for investors over the last year : 13.56 vs. AEPCX (11.92). FDVAX return over 5 years is better than : 12.75 vs. AEPCX (0.06).
| AEPCX | FDVAX | AEPCX / FDVAX | |
| Total Expense Ratio | 1.57 | 1.12 | 140% |
| Annual Report Gross Expense Ratio | 1.57 | 1.12 | 140% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 17.786 | 20.484 | 87% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.63B | 8,098% |
| Annual Yield % from dividends | 0.15 | 1.27 | 12% |
| Returns for 1 year | 11.92 | 13.56 | 88% |
| Returns for 3 years | 28.65 | 36.02 | 80% |
| Returns for 5 years | 0.06 | 12.75 | 1% |
| Returns for 10 years | 32.96 | 54.82 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement