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AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
American Funds Europacific Growth A
Price$59.06
Change+$0.07 (+0.12%)
VolumeN/A
Net Assets131.11B
Fidelity Advisor Diversified Intl I
Price$28.58
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets1.44B
AEPGX vs FDVIX Comparison Chart
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AEPGX vs. FDVIX commentary
May 15, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 131B vs. FDVIX (1.44B). FDVIX pays higher dividends than AEPGX: FDVIX (1.63) vs AEPGX (1.08). 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 : 6.35 vs. AEPGX (1.03). FDVIX return over 5 years is better than : 38.81 vs. AEPGX (32.19).
| 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 | 9.810 | 12.175 | 81% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 131B | 1.44B | 9,091% |
| Annual Yield % from dividends | 1.08 | 1.63 | 66% |
| Returns for 1 year | 1.03 | 6.35 | 16% |
| Returns for 3 years | 19.87 | 26.37 | 75% |
| Returns for 5 years | 32.19 | 38.81 | 83% |
| Returns for 10 years | 17.94 | 36.02 | 50% |