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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$60.37
Change+$0.39 (+0.65%)
VolumeN/A
Net Assets134.77B
Fidelity Advisor Diversified Intl I
Price$30.21
Change+$0.32 (+1.07%)
VolumeN/A
Net Assets1.52B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Jun 30, 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: 135B 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 (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 : 11.83 vs. AEPFX (6.59). FDVIX return over 5 years is better than : 31.35 vs. AEPFX (22.68).
| 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 | 12.715 | 19.031 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.52B | 8,905% |
| Annual Yield % from dividends | 1.27 | 1.56 | 82% |
| Returns for 1 year | 6.59 | 11.83 | 56% |
| Returns for 3 years | 29.78 | 40.91 | 73% |
| Returns for 5 years | 22.68 | 31.35 | 72% |
| Returns for 10 years | 32.49 | 49.23 | 66% |
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