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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$64.36
Change+$0.15 (+0.23%)
VolumeN/A
Net Assets136.04B
Morgan Stanley Inst Intl Advtg R6
Price$27.59
Change-$0.10 (-0.36%)
VolumeN/A
Net Assets2.79B
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Oct 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 IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 136B vs. IDVSX (2.79B). 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 : 9.19 vs. AEPGX (7.66). AEPGX (14.74) and IDVSX (14.08) 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 | 41 years | 7 years | - |
| Gain YTD | 19.806 | 14.896 | 133% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 136B | 2.79B | 4,871% |
| Annual Yield % from dividends | 0.68 | 0.22 | 307% |
| Returns for 1 year | 7.66 | 9.19 | 83% |
| Returns for 3 years | 51.65 | 62.67 | 82% |
| Returns for 5 years | 14.74 | 14.08 | 105% |
| Returns for 10 years | 46.01 | N/A | - |
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