Interact to see
Advertisement
Advertisement
AEPFX vs FTADX
AEPFX vs FTADX Comparison
Open Charts AEPFX vs FTADX
American Funds EUPAC F2
Price$59.98
Change+$0.67 (+1.13%)
VolumeN/A
Net Assets133.03B
Fidelity Advisor International Discv M
Price$55.61
Change+$0.74 (+1.35%)
VolumeN/A
Net Assets10.88B
AEPFX vs FTADX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. FTADX commentary
Jun 27, 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 FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FTADX (10.9B). FTADX pays higher dividends than AEPFX: FTADX (2.06) vs AEPFX (1.27). AEPFX was incepted earlier than FTADX: AEPFX (17 years) vs FTADX (20 years). FTADX (1.12) is less costly to investors than AEPFX (0.58). FTADX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (35.00). FTADX has a lower initial minimum investment than AEPFX: FTADX (0) vs AEPFX (250). FTADX annual gain was more profitable for investors over the last year : 14.47 vs. AEPFX (5.87). FTADX return over 5 years is better than : 35.06 vs. AEPFX (21.89).
| AEPFX | FTADX | AEPFX / FTADX | |
| Total Expense Ratio | 0.58 | 1.12 | 52% |
| Annual Report Gross Expense Ratio | 0.58 | 1.12 | 52% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 11.987 | 16.398 | 73% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 10.9B | 1,220% |
| Annual Yield % from dividends | 1.27 | 2.06 | 62% |
| Returns for 1 year | 5.87 | 14.47 | 41% |
| Returns for 3 years | 28.05 | 45.70 | 61% |
| Returns for 5 years | 21.89 | 35.06 | 62% |
| Returns for 10 years | 31.45 | 43.17 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers