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AEPFX vs FADIX
AEPFX vs FADIX Comparison
Open Charts AEPFX vs FADIX
American Funds EUPAC F2
Price$60.57
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets133.72B
Fidelity Advisor Diversified Intl M
Price$28.68
Change-$0.12 (-0.42%)
VolumeN/A
Net Assets1.58B
AEPFX vs FADIX Comparison Chart in %
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AEPFX vs. FADIX commentary
Jul 21, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FADIX (1.58B). FADIX pays higher dividends than AEPFX: FADIX (1.13) vs AEPFX (0.87). 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). FADIX annual gain was more profitable for investors over the last year : 7.99 vs. AEPFX (5.63). FADIX return over 5 years is better than : 18.55 vs. AEPFX (17.08).
| 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 | 13.088 | 17.109 | 76% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.58B | 8,508% |
| Annual Yield % from dividends | 0.87 | 1.13 | 77% |
| Returns for 1 year | 5.63 | 7.99 | 71% |
| Returns for 3 years | 30.08 | 35.28 | 85% |
| Returns for 5 years | 17.08 | 18.55 | 92% |
| Returns for 10 years | 30.59 | 38.36 | 80% |
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