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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds Europacific Growth C
Price$51.92
Change-$1.50 (-2.81%)
VolumeN/A
Net Assets125.35B
Fidelity Advisor Diversified Intl A
Price$25.63
Change-$0.69 (-2.62%)
VolumeN/A
Net Assets1.39B
AEPCX vs FDVAX Comparison Chart
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AEPCX vs. FDVAX commentary
Apr 05, 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: 125B vs. FDVAX (1.39B). FDVAX pays higher dividends than AEPCX: FDVAX (1.50) vs AEPCX (0.35). AEPCX was incepted earlier than FDVAX: AEPCX (24 years) vs FDVAX (26 years). AEPCX (1.59) is less costly to investors than FDVAX (1.12). FDVAX is a more actively managed with annual turnover of: 33.00 vs. AEPCX (30.00). 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 : 0.07 vs. AEPCX (-7.70). FDVAX return over 5 years is better than : 46.14 vs. AEPCX (32.00).
| AEPCX | FDVAX | AEPCX / FDVAX | |
| Total Expense Ratio | 1.59 | 1.12 | 142% |
| Annual Report Gross Expense Ratio | 1.59 | 1.12 | 142% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | 0.484 | 6.129 | 8% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 1.39B | 9,019% |
| Annual Yield % from dividends | 0.35 | 1.50 | 23% |
| Returns for 1 year | -7.70 | 0.07 | -11,126% |
| Returns for 3 years | -6.24 | 2.96 | -211% |
| Returns for 5 years | 32.00 | 46.14 | 69% |
| Returns for 10 years | 6.54 | 31.46 | 21% |
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