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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds EUPAC C
Price$56.50
Change-$0.76 (-1.33%)
VolumeN/A
Net Assets132.56B
Fidelity Advisor Diversified Intl A
Price$28.77
Change-$0.37 (-1.27%)
VolumeN/A
Net Assets1.52B
AEPCX vs FDVAX Comparison Chart
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AEPCX vs. FDVAX 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 AEPCX is a Buy and FDVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. FDVAX (1.52B). FDVAX pays higher dividends than AEPCX: FDVAX (1.37) vs AEPCX (0.32). AEPCX was incepted earlier than FDVAX: AEPCX (24 years) vs FDVAX (27 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 : 8.21 vs. AEPCX (2.57). FDVAX return over 5 years is better than : 28.55 vs. AEPCX (14.79).
| 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 | 27 years | - |
| Gain YTD | 9.348 | 16.008 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.52B | 8,773% |
| Annual Yield % from dividends | 0.32 | 1.37 | 24% |
| Returns for 1 year | 2.57 | 8.21 | 31% |
| Returns for 3 years | 23.34 | 38.18 | 61% |
| Returns for 5 years | 14.79 | 28.55 | 52% |
| Returns for 10 years | 16.82 | 42.53 | 40% |