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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds EUPAC C
Price$58.28
Change+$0.25 (+0.43%)
VolumeN/A
Net Assets134.13B
Fidelity Advisor Diversified Intl A
Price$29.59
Change+$0.20 (+0.68%)
VolumeN/A
Net Assets1.58B
AEPCX vs FDVAX Comparison Chart in %
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AEPCX vs. FDVAX commentary
Jul 10, 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: 134B vs. FDVAX (1.58B). FDVAX pays higher dividends than AEPCX: FDVAX (1.33) 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 : 9.33 vs. AEPCX (3.95). FDVAX return over 5 years is better than : 23.16 vs. AEPCX (10.20).
| 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 | 12.793 | 18.508 | 69% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.58B | 8,508% |
| Annual Yield % from dividends | 0.17 | 1.33 | 12% |
| Returns for 1 year | 3.95 | 9.33 | 42% |
| Returns for 3 years | 27.01 | 40.24 | 67% |
| Returns for 5 years | 10.20 | 23.16 | 44% |
| Returns for 10 years | 21.14 | 44.91 | 47% |
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