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AEPGX vs FADIX
AEPGX vs FADIX Comparison
Open Charts AEPGX vs FADIX
American Funds EUPAC A
Price$62.02
Change-$0.23 (-0.37%)
VolumeN/A
Net Assets134.64B
Fidelity Advisor Diversified Intl M
Price$28.93
Change-$0.28 (-0.96%)
VolumeN/A
Net Assets1.52B
AEPGX vs FADIX Comparison Chart in %
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AEPGX vs. FADIX commentary
Sep 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 AEPGX is a Buy and FADIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. FADIX (1.52B). FADIX pays higher dividends than AEPGX: FADIX (1.14) vs AEPGX (0.68). AEPGX was incepted earlier than FADIX: AEPGX (41 years) vs FADIX (27 years). FADIX (1.37) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. FADIX (33.00). 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 (5.48) and AEPGX (5.32) have marching annual gain over last year. FADIX return over 5 years is better than : 13.96 vs. AEPGX (9.13).
| AEPGX | FADIX | AEPGX / FADIX | |
| Total Expense Ratio | 0.83 | 1.37 | 61% |
| Annual Report Gross Expense Ratio | 0.83 | 1.37 | 61% |
| Fund Existence | 41 years | 27 years | - |
| Gain YTD | 15.450 | 18.130 | 85% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.52B | 8,864% |
| Annual Yield % from dividends | 0.68 | 1.14 | 59% |
| Returns for 1 year | 5.32 | 5.48 | 97% |
| Returns for 3 years | 31.49 | 38.11 | 83% |
| Returns for 5 years | 9.13 | 13.96 | 65% |
| Returns for 10 years | 41.99 | 56.08 | 75% |
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