Interact to see
Advertisement
Advertisement
AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets133.49B
Morgan Stanley Inst Intl Advtg R6
Price$27.29
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets2.77B
AEPFX vs IDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. IDVSX commentary
Sep 08, 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 IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. IDVSX (2.77B). AEPFX pays higher dividends than IDVSX: AEPFX (0.85) vs IDVSX (0.22). AEPFX was incepted earlier than IDVSX: AEPFX (17 years) vs IDVSX (7 years). IDVSX (0.89) is less costly to investors than AEPFX (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. IDVSX (26.00). AEPFX has a lower initial minimum investment than IDVSX: AEPFX (250) vs IDVSX (5000000). IDVSX annual gain was more profitable for investors over the last year : 15.77 vs. AEPFX (8.92). IDVSX return over 5 years is better than : 17.29 vs. AEPFX (14.67).
| AEPFX | IDVSX | AEPFX / IDVSX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.89 | 65% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 15.963 | 13.237 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.77B | 4,805% |
| Annual Yield % from dividends | 0.85 | 0.22 | 387% |
| Returns for 1 year | 8.92 | 15.77 | 57% |
| Returns for 3 years | 38.00 | 42.70 | 89% |
| Returns for 5 years | 14.67 | 17.29 | 85% |
| Returns for 10 years | 47.81 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement