Interact to see
Advertisement
Advertisement
AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$62.20
Change+$0.33 (+0.53%)
VolumeN/A
Net Assets133.49B
Morgan Stanley Inst Intl Advtg R6
Price$27.29
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets2.77B
AEPGX vs IDVSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. IDVSX commentary
Sep 08, 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 IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 133B vs. IDVSX (2.77B). AEPGX pays higher dividends than IDVSX: AEPGX (0.68) vs IDVSX (0.22). AEPGX was incepted earlier than IDVSX: AEPGX (41 years) vs IDVSX (7 years). IDVSX (0.89) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 35.00 vs. IDVSX (26.00). AEPGX has a lower initial minimum investment than IDVSX: AEPGX (250) vs IDVSX (5000000). IDVSX annual gain was more profitable for investors over the last year : 15.77 vs. AEPGX (8.68). IDVSX return over 5 years is better than : 17.29 vs. AEPGX (11.80).
| AEPGX | IDVSX | AEPGX / IDVSX | |
| Total Expense Ratio | 0.83 | 0.89 | 93% |
| Annual Report Gross Expense Ratio | 0.83 | 0.89 | 93% |
| Fund Existence | 41 years | 7 years | - |
| Gain YTD | 15.786 | 13.237 | 119% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.77B | 4,805% |
| Annual Yield % from dividends | 0.68 | 0.22 | 307% |
| Returns for 1 year | 8.68 | 15.77 | 55% |
| Returns for 3 years | 35.42 | 42.70 | 83% |
| Returns for 5 years | 11.80 | 17.29 | 68% |
| Returns for 10 years | 40.20 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers