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AEPGX vs FTADX
AEPGX vs FTADX Comparison
Open Charts AEPGX vs FTADX
American Funds EUPAC A
Price$60.66
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets133.44B
Fidelity Advisor International Discv M
Price$54.93
Change+$0.18 (+0.33%)
VolumeN/A
Net Assets10.88B
AEPGX vs FTADX Comparison Chart
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AEPGX vs. FTADX commentary
Jun 06, 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 FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. FTADX (10.9B). FTADX pays higher dividends than AEPGX: FTADX (2.06) vs AEPGX (1.03). AEPGX was incepted earlier than FTADX: AEPGX (41 years) vs FTADX (20 years). FTADX (1.12) is less costly to investors than AEPGX (0.85). FTADX is a more actively managed with annual turnover of: 44.00 vs. AEPGX (30.00). AEPGX initial investment is less costly to investors than FTADX (4%) vs FTADX (4%). FTADX has a lower initial minimum investment than AEPGX: FTADX (0) vs AEPGX (250). FTADX annual gain was more profitable for investors over the last year : 12.90 vs. AEPGX (3.00). FTADX return over 5 years is better than : 31.59 vs. AEPGX (18.32).
| AEPGX | FTADX | AEPGX / FTADX | |
| Total Expense Ratio | 0.85 | 1.12 | 76% |
| Annual Report Gross Expense Ratio | 0.85 | 1.12 | 76% |
| Fund Existence | 41 years | 20 years | - |
| Gain YTD | 12.863 | 16.143 | 80% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 10.9B | 1,220% |
| Annual Yield % from dividends | 1.03 | 2.06 | 50% |
| Returns for 1 year | 3.00 | 12.90 | 23% |
| Returns for 3 years | 17.07 | 34.25 | 50% |
| Returns for 5 years | 18.32 | 31.59 | 58% |
| Returns for 10 years | 25.76 | 42.36 | 61% |
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