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AEPFX vs FTADX
AEPFX vs FTADX Comparison
Open Charts AEPFX vs FTADX
American Funds EUPAC F2
Price$60.54
Change+$0.02 (+0.03%)
VolumeN/A
Net Assets133.44B
Fidelity Advisor International Discv M
Price$54.93
Change+$0.18 (+0.33%)
VolumeN/A
Net Assets10.88B
AEPFX vs FTADX Comparison Chart
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AEPFX vs. FTADX commentary
Jun 06, 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 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 (0.57). FTADX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (30.00). 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 : 12.90 vs. AEPFX (3.27). FTADX return over 5 years is better than : 31.59 vs. AEPFX (21.40).
| AEPFX | FTADX | AEPFX / FTADX | |
| Total Expense Ratio | 0.57 | 1.12 | 51% |
| Annual Report Gross Expense Ratio | 0.57 | 1.12 | 51% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 12.995 | 16.143 | 80% |
| 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 | 3.27 | 12.90 | 25% |
| Returns for 3 years | 19.33 | 34.25 | 56% |
| Returns for 5 years | 21.40 | 31.59 | 68% |
| Returns for 10 years | 32.62 | 42.36 | 77% |
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