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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds Europacific Growth F2
Price$55.93
Change+$0.38 (+0.68%)
VolumeN/A
Net Assets125.33B
Morgan Stanley Inst Intl Advtg R6
Price$25.69
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets2.68B
AEPFX vs IDVSX Comparison Chart
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AEPFX vs. IDVSX commentary
Apr 28, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 125B vs. IDVSX (2.68B). AEPFX pays higher dividends than IDVSX: AEPFX (1.38) vs IDVSX (0.24). AEPFX was incepted earlier than IDVSX: AEPFX (17 years) vs IDVSX (7 years). IDVSX (0.89) is less costly to investors than AEPFX (0.57). IDVSX is a more actively managed with annual turnover of: 32.00 vs. AEPFX (30.00). 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 : 14.00 vs. AEPFX (-0.57). IDVSX return over 5 years is better than : 40.48 vs. AEPFX (31.54).
| AEPFX | IDVSX | AEPFX / IDVSX | |
| Total Expense Ratio | 0.57 | 0.89 | 64% |
| Annual Report Gross Expense Ratio | 0.57 | 0.89 | 64% |
| Fund Existence | 17 years | 7 years | - |
| Gain YTD | 4.425 | 6.598 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 125B | 2.68B | 4,662% |
| Annual Yield % from dividends | 1.38 | 0.24 | 566% |
| Returns for 1 year | -0.57 | 14.00 | -4% |
| Returns for 3 years | 13.24 | 19.35 | 68% |
| Returns for 5 years | 31.54 | 40.48 | 78% |
| Returns for 10 years | 18.89 | N/A | - |
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