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AEPGX vs FIVFX
AEPGX vs FIVFX Comparison
Open Charts AEPGX vs FIVFX
American Funds EUPAC A
Price$60.48
Change+$0.39 (+0.65%)
VolumeN/A
Net Assets134.77B
Fidelity International Capital Apprec
Price$32.75
Change+$0.36 (+1.11%)
VolumeN/A
Net Assets4.09B
AEPGX vs FIVFX Comparison Chart in %
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AEPGX vs. FIVFX commentary
Jul 01, 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 FIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. FIVFX (4.09B). AEPGX pays higher dividends than FIVFX: AEPGX (1.03) vs FIVFX (0.66). AEPGX was incepted earlier than FIVFX: AEPGX (41 years) vs FIVFX (31 years). FIVFX (0.84) and AEPGX (0.83) have similar cost to investors . FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEPGX (35.00). FIVFX has a lower initial minimum investment than AEPGX: FIVFX (0) vs AEPGX (250). FIVFX annual gain was more profitable for investors over the last year : 14.55 vs. AEPGX (6.34). FIVFX return over 5 years is better than : 47.86 vs. AEPGX (19.62).
| AEPGX | FIVFX | AEPGX / FIVFX | |
| Total Expense Ratio | 0.83 | 0.84 | 99% |
| Annual Report Gross Expense Ratio | 0.83 | 0.84 | 99% |
| Fund Existence | 41 years | 31 years | - |
| Gain YTD | 12.584 | 18.918 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 4.09B | 3,299% |
| Annual Yield % from dividends | 1.03 | 0.66 | 155% |
| Returns for 1 year | 6.34 | 14.55 | 44% |
| Returns for 3 years | 27.33 | 64.12 | 43% |
| Returns for 5 years | 19.62 | 47.86 | 41% |
| Returns for 10 years | 25.67 | 92.87 | 28% |
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