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AEPGX vs FIVFX
AEPGX vs FIVFX Comparison
Open Charts AEPGX vs FIVFX
American Funds EUPAC A
Price$60.85
Change+$0.19 (+0.31%)
VolumeN/A
Net Assets133.45B
Fidelity International Capital Apprec
Price$32.01
Change+$0.13 (+0.41%)
VolumeN/A
Net Assets4.09B
AEPGX vs FIVFX Comparison Chart
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AEPGX vs. FIVFX 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 FIVFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B 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). AEPGX (0.85) and FIVFX (0.84) have similar cost to investors . FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEPGX (30.00). 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 : 11.04 vs. AEPGX (2.87). FIVFX return over 5 years is better than : 42.53 vs. AEPGX (18.75).
| AEPGX | FIVFX | AEPGX / FIVFX | |
| Total Expense Ratio | 0.85 | 0.84 | 101% |
| Annual Report Gross Expense Ratio | 0.85 | 0.84 | 101% |
| Fund Existence | 41 years | 31 years | - |
| Gain YTD | 13.273 | 15.759 | 84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 4.09B | 3,250% |
| Annual Yield % from dividends | 1.03 | 0.66 | 155% |
| Returns for 1 year | 2.87 | 11.04 | 26% |
| Returns for 3 years | 16.99 | 45.69 | 37% |
| Returns for 5 years | 18.75 | 42.53 | 44% |
| Returns for 10 years | 26.56 | 88.08 | 30% |
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