Ad is loading...
AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds Europacific Growth F2
Price$58.94
Change+$0.08 (+0.14%)
VolumeN/A
Net Assets131.11B
Fidelity Advisor Diversified Intl I
Price$28.58
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets1.44B
AEPFX vs FDVIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. FDVIX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 131B vs. FDVIX (1.44B). FDVIX pays higher dividends than AEPFX: FDVIX (1.63) vs AEPFX (1.34). 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 : 6.35 vs. AEPFX (1.27). FDVIX return over 5 years is better than : 38.81 vs. AEPFX (35.60).
| 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 | 9.895 | 12.175 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.44B | 9,091% |
| Annual Yield % from dividends | 1.34 | 1.63 | 82% |
| Returns for 1 year | 1.27 | 6.35 | 20% |
| Returns for 3 years | 22.17 | 26.37 | 84% |
| Returns for 5 years | 35.60 | 38.81 | 92% |
| Returns for 10 years | 24.36 | 36.02 | 68% |