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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$61.44
Change+$0.16 (+0.26%)
VolumeN/A
Net Assets133.31B
Fidelity Advisor Diversified Intl I
Price$29.76
Change+$0.05 (+0.17%)
VolumeN/A
Net Assets1.55B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Sep 04, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FDVIX (1.55B). FDVIX pays higher dividends than AEPFX: FDVIX (1.51) vs AEPFX (0.85). 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 (6.83) and AEPFX (6.80) have marching annual gain over last year. FDVIX return over 5 years is better than : 18.65 vs. AEPFX (13.43).
| 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 | 14.712 | 17.061 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.55B | 8,592% |
| Annual Yield % from dividends | 0.85 | 1.51 | 56% |
| Returns for 1 year | 6.80 | 6.83 | 100% |
| Returns for 3 years | 35.87 | 42.10 | 85% |
| Returns for 5 years | 13.43 | 18.65 | 72% |
| Returns for 10 years | 48.48 | 59.70 | 81% |
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