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AEPCX vs FIVFX
AEPCX vs FIVFX Comparison
Open Charts AEPCX vs FIVFX
American Funds EUPAC C
Price$57.89
Change+$0.37 (+0.64%)
VolumeN/A
Net Assets134.77B
Fidelity International Capital Apprec
Price$32.75
Change+$0.36 (+1.11%)
VolumeN/A
Net Assets4.09B
AEPCX vs FIVFX Comparison Chart in %
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AEPCX vs. FIVFX commentary
Jul 01, 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 FIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. FIVFX (4.09B). FIVFX pays higher dividends than AEPCX: FIVFX (0.66) vs AEPCX (0.32). AEPCX was incepted earlier than FIVFX: AEPCX (24 years) vs FIVFX (31 years). AEPCX (1.57) is less costly to investors than FIVFX (0.84). FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEPCX (35.00). FIVFX has a lower initial minimum investment than AEPCX: FIVFX (0) vs AEPCX (250). FIVFX annual gain was more profitable for investors over the last year : 14.55 vs. AEPCX (5.30). FIVFX return over 5 years is better than : 47.86 vs. AEPCX (15.32).
| AEPCX | FIVFX | AEPCX / FIVFX | |
| Total Expense Ratio | 1.57 | 0.84 | 187% |
| Annual Report Gross Expense Ratio | 1.57 | 0.84 | 187% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 12.038 | 18.918 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 4.09B | 3,299% |
| Annual Yield % from dividends | 0.32 | 0.66 | 49% |
| Returns for 1 year | 5.30 | 14.55 | 36% |
| Returns for 3 years | 24.79 | 64.12 | 39% |
| Returns for 5 years | 15.32 | 47.86 | 32% |
| Returns for 10 years | 20.43 | 92.87 | 22% |
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