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AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
American Funds Europacific Growth A
Price$51.75
Change+$2.46 (+4.99%)
VolumeN/A
Net Assets110.84B
Fidelity Advisor Diversified Intl I
Price$25.75
Change+$1.87 (+7.83%)
VolumeN/A
Net Assets1.39B
AEPGX vs FDVIX Comparison Chart
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AEPGX vs. FDVIX commentary
Apr 10, 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 Hold and FDVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 111B vs. FDVIX (1.39B). FDVIX pays higher dividends than AEPGX: FDVIX (1.70) vs AEPGX (1.11). AEPGX was incepted earlier than FDVIX: AEPGX (41 years) vs FDVIX (26 years). FDVIX (0.87) and AEPGX (0.85) have similar cost to investors . FDVIX is a more actively managed with annual turnover of: 33.00 vs. AEPGX (30.00). FDVIX has a lower initial minimum investment than AEPGX: FDVIX (0) vs AEPGX (250). FDVIX annual gain was more profitable for investors over the last year : -10.70 vs. AEPGX (-15.15). FDVIX return over 5 years is better than : 20.23 vs. AEPGX (14.06).
| AEPGX | FDVIX | AEPGX / FDVIX | |
| Total Expense Ratio | 0.85 | 0.87 | 98% |
| Annual Report Gross Expense Ratio | 0.85 | 0.87 | 98% |
| Fund Existence | 41 years | 26 years | - |
| Gain YTD | -8.246 | -5.910 | 140% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 111B | 1.39B | 8,009% |
| Annual Yield % from dividends | 1.11 | 1.70 | 65% |
| Returns for 1 year | -15.15 | -10.70 | 142% |
| Returns for 3 years | -9.51 | -4.89 | 195% |
| Returns for 5 years | 14.06 | 20.23 | 70% |
| Returns for 10 years | -0.24 | 16.59 | -1% |
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