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AEPGX vs FADIX
AEPGX vs FADIX Comparison
Open Charts AEPGX vs FADIX
American Funds EUPAC A
Price$60.85
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Fidelity Advisor Diversified Intl M
Price$28.63
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets1.52B
AEPGX vs FADIX Comparison Chart
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AEPGX vs. FADIX commentary
Jun 07, 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 AEPGX is a Buy and FADIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. FADIX (1.52B). FADIX pays higher dividends than AEPGX: FADIX (1.17) vs AEPGX (1.03). AEPGX was incepted earlier than FADIX: AEPGX (41 years) vs FADIX (26 years). FADIX (1.37) is less costly to investors than AEPGX (0.85). FADIX is a more actively managed with annual turnover of: 33.00 vs. AEPGX (30.00). AEPGX initial investment is less costly to investors than FADIX (4%) vs FADIX (4%). FADIX has a lower initial minimum investment than AEPGX: FADIX (0) vs AEPGX (250). FADIX annual gain was more profitable for investors over the last year : 6.99 vs. AEPGX (2.87). FADIX return over 5 years is better than : 23.27 vs. AEPGX (18.75).
| AEPGX | FADIX | AEPGX / FADIX | |
| Total Expense Ratio | 0.85 | 1.37 | 62% |
| Annual Report Gross Expense Ratio | 0.85 | 1.37 | 62% |
| Fund Existence | 41 years | 26 years | - |
| Gain YTD | 13.273 | 16.497 | 80% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.52B | 8,773% |
| Annual Yield % from dividends | 1.03 | 1.17 | 88% |
| Returns for 1 year | 2.87 | 6.99 | 41% |
| Returns for 3 years | 16.99 | 24.10 | 71% |
| Returns for 5 years | 18.75 | 23.27 | 81% |
| Returns for 10 years | 26.56 | 42.58 | 62% |
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