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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$64.28
Change+$0.16 (+0.25%)
VolumeN/A
Net Assets136.04B
Morgan Stanley Inst Intl Advtg R6
Price$27.59
Change-$0.10 (-0.36%)
VolumeN/A
Net Assets2.79B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Oct 01, 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: 136B vs. IDVSX (2.79B). 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 : 9.19 vs. AEPFX (7.91). AEPFX return over 5 years is better than : 17.68 vs. IDVSX (14.08).
| 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 | 20.015 | 14.896 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.79B | 4,871% |
| Annual Yield % from dividends | 0.85 | 0.22 | 387% |
| Returns for 1 year | 7.91 | 9.19 | 86% |
| Returns for 3 years | 54.55 | 62.67 | 87% |
| Returns for 5 years | 17.68 | 14.08 | 126% |
| Returns for 10 years | 53.93 | N/A | - |
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