Interact to see
Advertisement
Advertisement
AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
American Funds EUPAC A
Price$63.78
Change-$0.26 (-0.41%)
VolumeN/A
Net Assets132.22B
Fidelity Advisor Diversified Intl I
Price$30.49
Change-$0.15 (-0.49%)
VolumeN/A
Net Assets1.63B
AEPGX vs FDVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FDVIX commentary
Nov 20, 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: 132B vs. FDVIX (1.63B). FDVIX pays higher dividends than AEPGX: FDVIX (1.44) vs AEPGX (0.64). AEPGX was incepted earlier than FDVIX: AEPGX (42 years) vs FDVIX (27 years). FDVIX (0.87) and AEPGX (0.83) have similar cost to investors . FDVIX is a more actively managed with annual turnover of: 37.00 vs. AEPGX (35.00). 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 : 13.96 vs. AEPGX (13.03). FDVIX return over 5 years is better than : 14.56 vs. AEPGX (3.80).
| AEPGX | FDVIX | AEPGX / FDVIX | |
| Total Expense Ratio | 0.83 | 0.87 | 95% |
| Annual Report Gross Expense Ratio | 0.83 | 0.87 | 95% |
| Fund Existence | 42 years | 27 years | - |
| Gain YTD | 18.727 | 20.725 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 1.63B | 8,098% |
| Annual Yield % from dividends | 0.64 | 1.44 | 44% |
| Returns for 1 year | 13.03 | 13.96 | 93% |
| Returns for 3 years | 31.32 | 37.24 | 84% |
| Returns for 5 years | 3.80 | 14.56 | 26% |
| Returns for 10 years | 38.74 | 57.44 | 67% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement