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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
American Funds Europacific Growth F2
Price$56.64
Change-$1.26 (-2.18%)
VolumeN/A
CapitalizationN/A
Fidelity Advisor International Discv Z
Price$47.64
Change-$1.16 (-2.38%)
VolumeN/A
CapitalizationN/A
AEPFX vs FZAIX Comparison Chart
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AEPFX vs. FZAIX commentary
Dec 19, 2024
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 StrongSell and FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 131B vs. FZAIX (9.96B). FZAIX (1.83) and AEPFX (1.75) have matching dividends . AEPFX was incepted earlier than FZAIX: AEPFX (16 years) vs FZAIX (11 years). FZAIX is a more actively managed with annual turnover of: 49.00 vs. AEPFX (34.00). 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 : 16.69 vs. AEPFX (8.79). FZAIX return over 5 years is better than : 19.57 vs. AEPFX (11.26).
| AEPFX | FZAIX | AEPFX / FZAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 11 years | - |
| Gain YTD | 6.594 | 13.830 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 9.96B | 1,316% |
| Annual Yield % from dividends | 1.75 | 1.83 | 96% |
| Returns for 1 year | 8.79 | 16.69 | 53% |
| Returns for 3 years | -3.26 | 1.36 | -240% |
| Returns for 5 years | 11.26 | 19.57 | 58% |
| Returns for 10 years | 33.89 | 40.09 | 85% |
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