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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
Morgan Stanley Inst Intl Advtg R6
Price$27.43
Change-$0.47 (-1.68%)
VolumeN/A
Net Assets2.83B
AEPFX vs IDVSX Comparison Chart
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AEPFX vs. IDVSX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. IDVSX (2.83B). AEPFX pays higher dividends than IDVSX: AEPFX (1.27) 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 (0.57). AEPFX is a more actively managed with annual turnover of: 30.00 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 : 19.62 vs. AEPFX (3.81). IDVSX return over 5 years is better than : 37.58 vs. AEPFX (22.11).
| 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 | 9.951 | 15.768 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.83B | 4,695% |
| Annual Yield % from dividends | 1.27 | 0.22 | 583% |
| Returns for 1 year | 3.81 | 19.62 | 19% |
| Returns for 3 years | 28.26 | 48.05 | 59% |
| Returns for 5 years | 22.11 | 37.58 | 59% |
| Returns for 10 years | 28.52 | N/A | - |
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