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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$61.24
Change+$0.74 (+1.22%)
VolumeN/A
Net Assets132.4B
Fidelity Advisor Diversified Intl I
Price$30.23
Change+$0.32 (+1.07%)
VolumeN/A
Net Assets1.52B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Aug 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 Hold and FDVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 132B vs. FDVIX (1.52B). FDVIX pays higher dividends than AEPFX: FDVIX (1.54) vs AEPFX (0.88). 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). FDVIX annual gain was more profitable for investors over the last year : 15.46 vs. AEPFX (13.19). FDVIX return over 5 years is better than : 20.69 vs. AEPFX (14.89).
| 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 | 14.339 | 17.849 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.52B | 8,667% |
| Annual Yield % from dividends | 0.88 | 1.54 | 57% |
| Returns for 1 year | 13.19 | 15.46 | 85% |
| Returns for 3 years | 26.81 | 32.59 | 82% |
| Returns for 5 years | 14.89 | 20.69 | 72% |
| Returns for 10 years | 33.39 | 43.69 | 76% |
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