AEPFX
Price
$65.79
Change
+$0.21 (+0.32%)
Updated
Oct 24 closing price
Net Assets
138.04B
IDVSX
Price
$28.40
Change
-$0.14 (-0.49%)
Updated
Oct 24 closing price
Net Assets
2.79B
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AEPFX vs IDVSX

Header iconAEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSXBanner chart's image
American Funds EUPAC F2
Price$65.79
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets138.04B
Morgan Stanley Inst Intl Advtg R6
Price$28.40
Change-$0.14 (-0.49%)
VolumeN/A
Net Assets2.79B
AEPFX vs IDVSX Comparison Chart in %
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VS
AEPFX vs. IDVSX commentary
Oct 27, 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 IDVSX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 138B vs. IDVSX (2.79B). AEPFX pays higher dividends than IDVSX: AEPFX (0.82) 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 (13.48). AEPFX return over 5 years is better than : 17.74 vs. IDVSX (14.74).
AEPFXIDVSXAEPFX / IDVSX
Total Expense Ratio0.580.8965%
Annual Report Gross Expense Ratio0.580.8965%
Fund Existence17 years7 years-
Gain YTD22.83417.842128%
Front LoadN/AN/A-
Min. Initial Investment25050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets138B2.79B4,939%
Annual Yield % from dividends0.820.22379%
Returns for 1 year13.4815.7785%
Returns for 3 years50.9458.2387%
Returns for 5 years17.7414.74120%
Returns for 10 years50.35N/A-
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