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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$60.73
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Fidelity Advisor Diversified Intl I
Price$29.74
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets1.52B
AEPFX vs FDVIX Comparison Chart
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AEPFX vs. FDVIX 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 FDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FDVIX (1.52B). FDVIX pays higher dividends than AEPFX: FDVIX (1.56) vs AEPFX (1.27). AEPFX was incepted earlier than FDVIX: AEPFX (17 years) vs FDVIX (26 years). FDVIX (0.87) is less costly to investors than AEPFX (0.57). FDVIX is a more actively managed with annual turnover of: 33.00 vs. AEPFX (30.00). FDVIX has a lower initial minimum investment than AEPFX: FDVIX (0) vs AEPFX (250). FDVIX annual gain was more profitable for investors over the last year : 7.68 vs. AEPFX (3.12). FDVIX return over 5 years is better than : 27.14 vs. AEPFX (21.82).
| AEPFX | FDVIX | AEPFX / FDVIX | |
| Total Expense Ratio | 0.57 | 0.87 | 66% |
| Annual Report Gross Expense Ratio | 0.57 | 0.87 | 66% |
| Fund Existence | 17 years | 26 years | - |
| Gain YTD | 13.387 | 16.745 | 80% |
| Front Load | N/A | N/A | - |
| 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 | 1.56 | 82% |
| Returns for 1 year | 3.12 | 7.68 | 41% |
| Returns for 3 years | 19.23 | 26.32 | 73% |
| Returns for 5 years | 21.82 | 27.14 | 80% |
| Returns for 10 years | 33.43 | 46.99 | 71% |
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