Ad is loading...
AEPCX vs FDVIX
AEPCX vs FDVIX Comparison
Open Charts AEPCX vs FDVIX
American Funds Europacific Growth C
Price$49.67
Change+$2.36 (+4.99%)
VolumeN/A
Net Assets110.84B
Fidelity Advisor Diversified Intl I
Price$25.75
Change+$1.87 (+7.83%)
VolumeN/A
Net Assets1.39B
AEPCX vs FDVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FDVIX commentary
Apr 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 Hold and FDVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 111B vs. FDVIX (1.39B). FDVIX pays higher dividends than AEPCX: FDVIX (1.70) vs AEPCX (0.35). AEPCX was incepted earlier than FDVIX: AEPCX (24 years) vs FDVIX (26 years). AEPCX (1.59) is less costly to investors than FDVIX (0.87). FDVIX is a more actively managed with annual turnover of: 33.00 vs. AEPCX (30.00). FDVIX has a lower initial minimum investment than AEPCX: FDVIX (0) vs AEPCX (250). FDVIX annual gain was more profitable for investors over the last year : -10.70 vs. AEPCX (-15.95). FDVIX return over 5 years is better than : 20.23 vs. AEPCX (10.11).
| AEPCX | FDVIX | AEPCX / FDVIX | |
| Total Expense Ratio | 1.59 | 0.87 | 183% |
| Annual Report Gross Expense Ratio | 1.59 | 0.87 | 183% |
| Fund Existence | 24 years | 26 years | - |
| Gain YTD | -8.438 | -5.910 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.39B | 8,009% |
| Annual Yield % from dividends | 0.35 | 1.70 | 21% |
| Returns for 1 year | -15.95 | -10.70 | 149% |
| Returns for 3 years | -11.26 | -4.89 | 230% |
| Returns for 5 years | 10.11 | 20.23 | 50% |
| Returns for 10 years | -4.29 | 16.59 | -26% |