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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
American Funds EUPAC F2
Price$60.73
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Fidelity Advisor International Discv Z
Price$55.67
Change+$0.04 (+0.07%)
VolumeN/A
Net Assets10.88B
AEPFX vs FZAIX Comparison Chart
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AEPFX vs. FZAIX commentary
Jun 07, 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FZAIX (10.9B). FZAIX pays higher dividends than AEPFX: FZAIX (2.66) vs AEPFX (1.27). AEPFX was incepted earlier than FZAIX: AEPFX (17 years) vs FZAIX (12 years). AEPFX (0.57) is less costly to investors than FZAIX (0.50). FZAIX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (30.00). 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 : 13.46 vs. AEPFX (3.12). FZAIX return over 5 years is better than : 36.67 vs. AEPFX (21.82).
| AEPFX | FZAIX | AEPFX / FZAIX | |
| Total Expense Ratio | 0.57 | 0.50 | 114% |
| Annual Report Gross Expense Ratio | 0.57 | 0.50 | 114% |
| Fund Existence | 17 years | 12 years | - |
| Gain YTD | 13.387 | 16.845 | 79% |
| Front Load | N/A | N/A | - |
| 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 | 2.66 | 48% |
| Returns for 1 year | 3.12 | 13.46 | 23% |
| Returns for 3 years | 19.23 | 36.93 | 52% |
| Returns for 5 years | 21.82 | 36.67 | 59% |
| Returns for 10 years | 33.43 | 48.22 | 69% |
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