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AEPFX vs IDVSX
AEPFX vs IDVSX Comparison
Open Charts AEPFX vs IDVSX
American Funds EUPAC F2
Price$60.63
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Morgan Stanley Inst Intl Advtg R6
Price$28.29
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.87B
AEPFX vs IDVSX Comparison Chart in %
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AEPFX vs. IDVSX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. IDVSX (2.88B). AEPFX pays higher dividends than IDVSX: AEPFX (0.87) 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 : 20.06 vs. AEPFX (5.52). IDVSX return over 5 years is better than : 33.22 vs. AEPFX (20.04).
| 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 | 13.200 | 17.386 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.88B | 4,661% |
| Annual Yield % from dividends | 0.87 | 0.21 | 411% |
| Returns for 1 year | 5.52 | 20.06 | 28% |
| Returns for 3 years | 32.27 | 46.41 | 70% |
| Returns for 5 years | 20.04 | 33.22 | 60% |
| Returns for 10 years | 34.44 | N/A | - |
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