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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$61.50
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Morgan Stanley Inst Intl Advtg R6
Price$28.07
Change+$0.14 (+0.50%)
VolumeN/A
Net Assets2.84B
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Jul 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 Hold and IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 135B vs. IDVSX (2.84B). AEPGX pays higher dividends than IDVSX: AEPGX (0.69) vs IDVSX (0.21). 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 : 23.03 vs. AEPGX (9.80). IDVSX return over 5 years is better than : 27.06 vs. AEPGX (14.88).
| 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 | 14.482 | 16.473 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.84B | 4,747% |
| Annual Yield % from dividends | 0.69 | 0.21 | 326% |
| Returns for 1 year | 9.80 | 23.03 | 43% |
| Returns for 3 years | 30.04 | 40.49 | 74% |
| Returns for 5 years | 14.88 | 27.06 | 55% |
| Returns for 10 years | 28.76 | N/A | - |
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