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AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
American Funds EUPAC A
Price$61.34
Change+$0.74 (+1.22%)
VolumeN/A
Net Assets132.4B
Fidelity Advisor Diversified Intl I
Price$30.23
Change+$0.32 (+1.07%)
VolumeN/A
Net Assets1.52B
AEPGX vs FDVIX Comparison Chart in %
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AEPGX vs. FDVIX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 132B vs. FDVIX (1.52B). FDVIX pays higher dividends than AEPGX: FDVIX (1.54) vs AEPGX (0.70). AEPGX was incepted earlier than FDVIX: AEPGX (41 years) vs FDVIX (27 years). FDVIX (0.87) and AEPGX (0.83) have similar cost to investors . AEPGX is a more actively managed with annual turnover of: 35.00 vs. FDVIX (33.00). 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 : 15.46 vs. AEPGX (12.94). FDVIX return over 5 years is better than : 20.69 vs. AEPGX (11.99).
| AEPGX | FDVIX | AEPGX / FDVIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 0.83 | 0.87 | 95% |
| Fund Existence | 41 years | 27 years | - |
| Gain YTD | 14.185 | 17.849 | 79% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.52B | 8,667% |
| Annual Yield % from dividends | 0.70 | 1.54 | 45% |
| Returns for 1 year | 12.94 | 15.46 | 84% |
| Returns for 3 years | 24.43 | 32.59 | 75% |
| Returns for 5 years | 11.99 | 20.69 | 58% |
| Returns for 10 years | 26.53 | 43.69 | 61% |
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