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AEPFX vs FTADX
AEPFX vs FTADX Comparison
Open Charts AEPFX vs FTADX
American Funds EUPAC F2
Price$60.48
Change-$0.23 (-0.38%)
VolumeN/A
Net Assets133.45B
Fidelity Advisor International Discv M
Price$55.64
Change-$1.01 (-1.78%)
VolumeN/A
Net Assets11.3B
AEPFX vs FTADX Comparison Chart in %
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AEPFX vs. FTADX commentary
Jul 30, 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 StrongBuy and FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FTADX (11.3B). FTADX pays higher dividends than AEPFX: FTADX (1.98) vs AEPFX (0.87). AEPFX was incepted earlier than FTADX: AEPFX (17 years) vs FTADX (21 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 : 15.86 vs. AEPFX (7.85). FTADX return over 5 years is better than : 27.93 vs. AEPFX (14.55).
| 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 | 21 years | - |
| Gain YTD | 13.350 | 18.031 | 74% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 11.3B | 1,177% |
| Annual Yield % from dividends | 0.87 | 1.98 | 44% |
| Returns for 1 year | 7.85 | 15.86 | 50% |
| Returns for 3 years | 25.96 | 42.71 | 61% |
| Returns for 5 years | 14.55 | 27.93 | 52% |
| Returns for 10 years | 33.07 | 41.66 | 79% |
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