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AEPCX vs FTADX
AEPCX vs FTADX Comparison
Open Charts AEPCX vs FTADX
American Funds EUPAC C
Price$58.16
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets133.44B
Fidelity Advisor International Discv M
Price$54.93
Change+$0.18 (+0.33%)
VolumeN/A
Net Assets10.88B
AEPCX vs FTADX Comparison Chart
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AEPCX vs. FTADX commentary
Jun 06, 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 FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. FTADX (10.9B). FTADX pays higher dividends than AEPCX: FTADX (2.06) vs AEPCX (0.32). AEPCX was incepted earlier than FTADX: AEPCX (24 years) vs FTADX (20 years). AEPCX (1.59) is less costly to investors than FTADX (1.12). FTADX is a more actively managed with annual turnover of: 44.00 vs. AEPCX (30.00). FTADX has a lower initial minimum investment than AEPCX: FTADX (0) vs AEPCX (250). FTADX annual gain was more profitable for investors over the last year : 12.90 vs. AEPCX (2.04). FTADX return over 5 years is better than : 31.59 vs. AEPCX (14.22).
| AEPCX | FTADX | AEPCX / FTADX | |
| Total Expense Ratio | 1.59 | 1.12 | 142% |
| Annual Report Gross Expense Ratio | 1.59 | 1.12 | 142% |
| Fund Existence | 24 years | 20 years | - |
| Gain YTD | 12.502 | 16.143 | 77% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 10.9B | 1,220% |
| Annual Yield % from dividends | 0.32 | 2.06 | 16% |
| Returns for 1 year | 2.04 | 12.90 | 16% |
| Returns for 3 years | 14.82 | 34.25 | 43% |
| Returns for 5 years | 14.22 | 31.59 | 45% |
| Returns for 10 years | 20.67 | 42.36 | 49% |
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