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AEPGX vs IDVSX
AEPGX vs IDVSX Comparison
Open Charts AEPGX vs IDVSX
American Funds EUPAC A
Price$62.41
Change+$0.36 (+0.58%)
VolumeN/A
Net Assets135.22B
Morgan Stanley Inst Intl Advtg R6
Price$27.35
Change+$0.19 (+0.70%)
VolumeN/A
Net Assets2.77B
AEPGX vs IDVSX Comparison Chart in %
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AEPGX vs. IDVSX commentary
Aug 17, 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: 135B vs. IDVSX (2.77B). AEPGX pays higher dividends than IDVSX: AEPGX (0.70) vs IDVSX (0.23). 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 : 14.33 vs. AEPGX (8.23). IDVSX return over 5 years is better than : 20.12 vs. AEPGX (12.84).
| 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 | 16.176 | 13.485 | 120% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 2.77B | 4,867% |
| Annual Yield % from dividends | 0.70 | 0.23 | 310% |
| Returns for 1 year | 8.23 | 14.33 | 57% |
| Returns for 3 years | 24.68 | 26.02 | 95% |
| Returns for 5 years | 12.84 | 20.12 | 64% |
| Returns for 10 years | 32.25 | N/A | - |
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