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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$63.98
Change-$0.88 (-1.36%)
VolumeN/A
Net Assets134.2B
Morgan Stanley Inst Intl Advtg R6
Price$27.12
Change-$0.23 (-0.84%)
VolumeN/A
Net Assets2.66B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Nov 19, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. IDVSX (2.66B). AEPFX pays higher dividends than IDVSX: AEPFX (0.80) vs IDVSX (0.21). 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 : 14.90 vs. AEPFX (13.62). AEPFX return over 5 years is better than : 7.38 vs. IDVSX (6.60).
| 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 | 19.455 | 13.485 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.66B | 5,032% |
| Annual Yield % from dividends | 0.80 | 0.21 | 377% |
| Returns for 1 year | 13.62 | 14.90 | 91% |
| Returns for 3 years | 34.34 | 35.60 | 96% |
| Returns for 5 years | 7.38 | 6.60 | 112% |
| Returns for 10 years | 46.88 | N/A | - |
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