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AEPFX vs FADIX
AEPFX vs FADIX Comparison
Open Charts AEPFX vs FADIX
American Funds EUPAC F2
Price$61.93
Change-$0.23 (-0.37%)
VolumeN/A
Net Assets134.64B
Fidelity Advisor Diversified Intl M
Price$28.93
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets1.52B
AEPFX vs FADIX Comparison Chart in %
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AEPFX vs. FADIX commentary
Sep 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 AEPFX is a Buy and FADIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. FADIX (1.52B). FADIX pays higher dividends than AEPFX: FADIX (1.14) vs AEPFX (0.85). AEPFX was incepted earlier than FADIX: AEPFX (17 years) vs FADIX (27 years). FADIX (1.37) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. FADIX (33.00). FADIX has a lower initial minimum investment than AEPFX: FADIX (0) vs AEPFX (250). AEPFX (5.56) and FADIX (5.48) have marching annual gain over last year. FADIX return over 5 years is better than : 13.96 vs. AEPFX (11.94).
| AEPFX | FADIX | AEPFX / FADIX | |
| Total Expense Ratio | 0.58 | 1.37 | 42% |
| Annual Report Gross Expense Ratio | 0.58 | 1.37 | 42% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 15.627 | 18.130 | 86% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.52B | 8,864% |
| Annual Yield % from dividends | 0.85 | 1.14 | 75% |
| Returns for 1 year | 5.56 | 5.48 | 101% |
| Returns for 3 years | 33.99 | 38.11 | 89% |
| Returns for 5 years | 11.94 | 13.96 | 86% |
| Returns for 10 years | 49.70 | 56.08 | 89% |
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