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AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
American Funds EUPAC A
Price$60.85
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Fidelity Advisor Diversified Intl I
Price$29.74
Change+$0.11 (+0.37%)
VolumeN/A
Net Assets1.52B
AEPGX vs FDVIX Comparison Chart
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AEPGX vs. FDVIX 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 FDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. FDVIX (1.52B). FDVIX pays higher dividends than AEPGX: FDVIX (1.56) vs AEPGX (1.03). 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 : 7.68 vs. AEPGX (2.87). FDVIX return over 5 years is better than : 27.14 vs. AEPGX (18.75).
| 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 | 13.273 | 16.745 | 79% |
| Front Load | 6% | N/A | - |
| 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 | 1.56 | 66% |
| Returns for 1 year | 2.87 | 7.68 | 37% |
| Returns for 3 years | 16.99 | 26.32 | 65% |
| Returns for 5 years | 18.75 | 27.14 | 69% |
| Returns for 10 years | 26.56 | 46.99 | 57% |
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