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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$65.73
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets137.54B
Fidelity Advisor Diversified Intl I
Price$31.61
Change+$0.25 (+0.80%)
VolumeN/A
Net Assets1.6B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Oct 09, 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: 138B vs. FDVIX (1.6B). FDVIX pays higher dividends than AEPFX: FDVIX (1.47) vs AEPFX (0.82). AEPFX was incepted earlier than FDVIX: AEPFX (17 years) vs FDVIX (27 years). FDVIX (0.87) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. FDVIX (33.00). FDVIX has a lower initial minimum investment than AEPFX: FDVIX (0) vs AEPFX (250). AEPFX (11.72) and FDVIX (11.38) have marching annual gain over last year. FDVIX return over 5 years is better than : 20.96 vs. AEPFX (16.75).
| AEPFX | FDVIX | AEPFX / FDVIX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.87 | 67% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 22.722 | 23.562 | 96% |
| Front Load | N/A | N/A | - |
| 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 | 1.47 | 56% |
| Returns for 1 year | 11.72 | 11.38 | 103% |
| Returns for 3 years | 53.91 | 58.95 | 91% |
| Returns for 5 years | 16.75 | 20.96 | 80% |
| Returns for 10 years | 52.26 | 63.30 | 83% |
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