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AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
American Funds EUPAC F2
Price$61.40
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Fidelity Advisor Intl Cap App Z
Price$38.35
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets11.17B
AEPFX vs FIDZX Comparison Chart in %
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AEPFX vs. FIDZX commentary
Jul 28, 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 FIDZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B 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 : 21.47 vs. AEPFX (10.06). FIDZX return over 5 years is better than : 52.78 vs. AEPFX (17.85).
| 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 | 14.638 | 19.919 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 11.2B | 1,205% |
| Annual Yield % from dividends | 0.87 | 0.71 | 123% |
| Returns for 1 year | 10.06 | 21.47 | 47% |
| Returns for 3 years | 32.51 | 64.20 | 51% |
| Returns for 5 years | 17.85 | 52.78 | 34% |
| Returns for 10 years | 35.74 | N/A | - |
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