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AEPFX vs FADIX
AEPFX vs FADIX Comparison
Open Charts AEPFX vs FADIX
American Funds EUPAC F2
Price$60.73
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Fidelity Advisor Diversified Intl M
Price$28.63
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.52B
AEPFX vs FADIX Comparison Chart
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AEPFX vs. FADIX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FADIX (1.52B). AEPFX pays higher dividends than FADIX: AEPFX (1.27) vs FADIX (1.17). AEPFX was incepted earlier than FADIX: AEPFX (17 years) vs FADIX (26 years). FADIX (1.37) is less costly to investors than AEPFX (0.57). FADIX is a more actively managed with annual turnover of: 33.00 vs. AEPFX (30.00). FADIX has a lower initial minimum investment than AEPFX: FADIX (0) vs AEPFX (250). FADIX annual gain was more profitable for investors over the last year : 6.99 vs. AEPFX (3.12). FADIX return over 5 years is better than : 23.27 vs. AEPFX (21.82).
| AEPFX | FADIX | AEPFX / FADIX | |
| Total Expense Ratio | 0.57 | 1.37 | 42% |
| Annual Report Gross Expense Ratio | 0.57 | 1.37 | 42% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 13.387 | 16.497 | 81% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.52B | 8,773% |
| Annual Yield % from dividends | 1.27 | 1.17 | 109% |
| Returns for 1 year | 3.12 | 6.99 | 45% |
| Returns for 3 years | 19.23 | 24.10 | 80% |
| Returns for 5 years | 21.82 | 23.27 | 94% |
| Returns for 10 years | 33.43 | 42.58 | 79% |
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