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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$59.01
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
Morgan Stanley Inst Intl Advtg R6
Price$27.43
Change-$0.47 (-1.68%)
VolumeN/A
Net Assets2.83B
AEPGX vs IDVSX Comparison Chart
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AEPGX vs. IDVSX commentary
Jun 15, 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: 133B vs. IDVSX (2.83B). AEPGX pays higher dividends than IDVSX: AEPGX (1.03) vs IDVSX (0.22). AEPGX was incepted earlier than IDVSX: AEPGX (41 years) vs IDVSX (7 years). IDVSX (0.89) and AEPGX (0.85) have similar cost to investors . AEPGX is a more actively managed with annual turnover of: 30.00 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 : 19.62 vs. AEPGX (3.58). IDVSX return over 5 years is better than : 37.58 vs. AEPGX (19.06).
| AEPGX | IDVSX | AEPGX / IDVSX | |
| Total Expense Ratio | 0.85 | 0.89 | 96% |
| Annual Report Gross Expense Ratio | 0.85 | 0.89 | 96% |
| Fund Existence | 41 years | 7 years | - |
| Gain YTD | 9.847 | 15.768 | 62% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 2.83B | 4,695% |
| Annual Yield % from dividends | 1.03 | 0.22 | 470% |
| Returns for 1 year | 3.58 | 19.62 | 18% |
| Returns for 3 years | 25.86 | 48.05 | 54% |
| Returns for 5 years | 19.06 | 37.58 | 51% |
| Returns for 10 years | 21.91 | N/A | - |
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