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AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
American Funds EUPAC F2
Price$60.63
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Fidelity Advisor Intl Cap App Z
Price$38.01
Change+$0.22 (+0.58%)
VolumeN/A
Net Assets11.17B
AEPFX vs FIDZX Comparison Chart in %
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AEPFX vs. FIDZX commentary
Jul 07, 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 FIDZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FIDZX (11.2B). AEPFX pays higher dividends than FIDZX: AEPFX (0.87) vs FIDZX (0.71). AEPFX was incepted earlier than FIDZX: AEPFX (17 years) vs FIDZX (8 years). FIDZX (0.75) is less costly to investors than AEPFX (0.58). FIDZX is a more actively managed with annual turnover of: 63.00 vs. AEPFX (35.00). FIDZX has a lower initial minimum investment than AEPFX: FIDZX (0) vs AEPFX (250). FIDZX annual gain was more profitable for investors over the last year : 17.29 vs. AEPFX (5.52). FIDZX return over 5 years is better than : 58.78 vs. AEPFX (20.04).
| AEPFX | FIDZX | AEPFX / FIDZX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.58 | 0.75 | 77% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 13.200 | 18.856 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 11.2B | 1,196% |
| Annual Yield % from dividends | 0.87 | 0.71 | 123% |
| Returns for 1 year | 5.52 | 17.29 | 32% |
| Returns for 3 years | 32.27 | 71.44 | 45% |
| Returns for 5 years | 20.04 | 58.78 | 34% |
| Returns for 10 years | 34.44 | N/A | - |
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