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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds EUPAC C
Price$61.26
Change+$0.15 (+0.25%)
VolumeN/A
Net Assets136.84B
Fidelity Advisor Diversified Intl A
Price$30.15
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets1.55B
AEPCX vs FDVAX Comparison Chart in %
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AEPCX vs. FDVAX commentary
Sep 17, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FDVAX (1.55B). FDVAX pays higher dividends than AEPCX: FDVAX (1.33) vs AEPCX (0.16). 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). 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 : 10.12 vs. AEPCX (9.31). FDVAX return over 5 years is better than : 18.88 vs. AEPCX (9.64).
| 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 | 18.560 | 21.815 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.55B | 8,850% |
| Annual Yield % from dividends | 0.16 | 1.33 | 12% |
| Returns for 1 year | 9.31 | 10.12 | 92% |
| Returns for 3 years | 37.90 | 47.23 | 80% |
| Returns for 5 years | 9.64 | 18.88 | 51% |
| Returns for 10 years | 38.27 | 60.70 | 63% |