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AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
Fidelity Advisor Intl Cap App Z
Price$36.49
Change-$0.62 (-1.67%)
VolumeN/A
Net Assets10.58B
AEPFX vs FIDZX Comparison Chart
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AEPFX vs. FIDZX commentary
Jun 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 FIDZX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FIDZX (10.6B). AEPFX pays higher dividends than FIDZX: AEPFX (1.27) vs FIDZX (0.74). AEPFX was incepted earlier than FIDZX: AEPFX (17 years) vs FIDZX (8 years). FIDZX (0.75) is less costly to investors than AEPFX (0.57). FIDZX is a more actively managed with annual turnover of: 63.00 vs. AEPFX (30.00). 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 : 13.86 vs. AEPFX (3.81). FIDZX return over 5 years is better than : 60.28 vs. AEPFX (22.11).
| AEPFX | FIDZX | AEPFX / FIDZX | |
| Total Expense Ratio | 0.57 | 0.75 | 76% |
| Annual Report Gross Expense Ratio | 0.57 | 0.75 | 76% |
| Fund Existence | 17 years | 8 years | - |
| Gain YTD | 9.951 | 14.103 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 10.6B | 1,255% |
| Annual Yield % from dividends | 1.27 | 0.74 | 172% |
| Returns for 1 year | 3.81 | 13.86 | 28% |
| Returns for 3 years | 28.26 | 67.80 | 42% |
| Returns for 5 years | 22.11 | 60.28 | 37% |
| Returns for 10 years | 28.52 | N/A | - |
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