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AEPFX vs FADIX
AEPFX vs FADIX Comparison
Open Charts AEPFX vs FADIX
American Funds EUPAC F2
Price$65.20
Change-$0.35 (-0.53%)
VolumeN/A
Net Assets138.4B
Fidelity Advisor Diversified Intl M
Price$30.14
Change-$0.34 (-1.12%)
VolumeN/A
Net Assets1.6B
AEPFX vs FADIX Comparison Chart in %
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AEPFX vs. FADIX commentary
Oct 08, 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: 138B vs. FADIX (1.6B). FADIX pays higher dividends than AEPFX: FADIX (1.10) vs AEPFX (0.82). 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 : 12.18 vs. AEPFX (10.48). FADIX return over 5 years is better than : 19.74 vs. AEPFX (16.96).
| 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 | 21.733 | 24.459 | 89% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.6B | 8,614% |
| Annual Yield % from dividends | 0.82 | 1.10 | 75% |
| Returns for 1 year | 10.48 | 12.18 | 86% |
| Returns for 3 years | 52.66 | 57.89 | 91% |
| Returns for 5 years | 16.96 | 19.74 | 86% |
| Returns for 10 years | 51.03 | 60.09 | 85% |
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