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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$65.86
Change+$0.21 (+0.32%)
VolumeN/A
Net Assets138.04B
Morgan Stanley Inst Intl Advtg R6
Price$28.40
Change-$0.14 (-0.49%)
VolumeN/A
Net Assets2.79B
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Oct 27, 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 IDVSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 138B vs. IDVSX (2.79B). AEPGX pays higher dividends than IDVSX: AEPGX (0.65) vs IDVSX (0.22). AEPGX was incepted earlier than IDVSX: AEPGX (42 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 (13.22). AEPGX (14.78) and IDVSX (14.74) have equivalent 5 years return.
| AEPGX | IDVSX | AEPGX / IDVSX | |
| Total Expense Ratio | 0.83 | 0.89 | 93% |
| Annual Report Gross Expense Ratio | 0.83 | 0.89 | 93% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 22.599 | 17.842 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 2.79B | 4,939% |
| Annual Yield % from dividends | 0.65 | 0.22 | 301% |
| Returns for 1 year | 13.22 | 15.77 | 84% |
| Returns for 3 years | 48.12 | 58.23 | 83% |
| Returns for 5 years | 14.78 | 14.74 | 100% |
| Returns for 10 years | 42.59 | N/A | - |
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