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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
American Funds EUPAC F2
Price$63.81
Change-$1.64 (-2.51%)
VolumeN/A
Net Assets137.95B
Fidelity Advisor International Discv Z
Price$60.31
Change-$0.42 (-0.69%)
VolumeN/A
Net Assets11.82B
AEPFX vs FZAIX Comparison Chart in %
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AEPFX vs. FZAIX commentary
Oct 11, 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 FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 138B vs. FZAIX (11.8B). FZAIX pays higher dividends than AEPFX: FZAIX (2.45) vs AEPFX (0.82). AEPFX was incepted earlier than FZAIX: AEPFX (17 years) vs FZAIX (12 years). AEPFX (0.58) is less costly to investors than FZAIX (0.50). FZAIX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (35.00). FZAIX has a lower initial minimum investment than AEPFX: FZAIX (0) vs AEPFX (250). FZAIX annual gain was more profitable for investors over the last year : 20.95 vs. AEPFX (8.53). FZAIX return over 5 years is better than : 34.37 vs. AEPFX (13.34).
| AEPFX | FZAIX | AEPFX / FZAIX | |
| Total Expense Ratio | 0.58 | 0.50 | 116% |
| Annual Report Gross Expense Ratio | 0.58 | 0.50 | 116% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 19.137 | 26.675 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 11.8B | 1,169% |
| Annual Yield % from dividends | 0.82 | 2.45 | 34% |
| Returns for 1 year | 8.53 | 20.95 | 41% |
| Returns for 3 years | 52.65 | 82.56 | 64% |
| Returns for 5 years | 13.34 | 34.37 | 39% |
| Returns for 10 years | 49.38 | 68.58 | 72% |
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