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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds EUPAC C
Price$58.66
Change+$0.71 (+1.23%)
VolumeN/A
Net Assets132.4B
Fidelity Advisor Diversified Intl A
Price$29.49
Change+$0.31 (+1.06%)
VolumeN/A
Net Assets1.52B
AEPCX vs FDVAX Comparison Chart in %
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AEPCX vs. FDVAX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 132B vs. FDVAX (1.52B). FDVAX pays higher dividends than AEPCX: FDVAX (1.36) vs AEPCX (0.17). AEPCX was incepted earlier than FDVAX: AEPCX (24 years) vs FDVAX (27 years). AEPCX (1.57) is less costly to investors than FDVAX (1.12). AEPCX is a more actively managed with annual turnover of: 35.00 vs. FDVAX (33.00). 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 : 15.04 vs. AEPCX (11.82). FDVAX return over 5 years is better than : 18.74 vs. AEPCX (7.98).
| AEPCX | FDVAX | AEPCX / FDVAX | |
| Total Expense Ratio | 1.57 | 1.12 | 140% |
| Annual Report Gross Expense Ratio | 1.57 | 1.12 | 140% |
| Fund Existence | 24 years | 27 years | - |
| Gain YTD | 13.528 | 17.661 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.52B | 8,667% |
| Annual Yield % from dividends | 0.17 | 1.36 | 12% |
| Returns for 1 year | 11.82 | 15.04 | 79% |
| Returns for 3 years | 21.91 | 31.38 | 70% |
| Returns for 5 years | 7.98 | 18.74 | 43% |
| Returns for 10 years | 21.24 | 41.19 | 52% |
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