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FUEPX vs INDFX
FUEPX vs INDFX Comparison
Open Charts FUEPX vs INDFX
American Funds EUPAC 529-F-2
Price$65.86
Change+$0.53 (+0.81%)
VolumeN/A
Net Assets137.54B
Invesco International Diversified R5
Price$17.78
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets1.5B
FUEPX vs INDFX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FUEPX has more cash in the bank: 138B vs. INDFX (1.5B). INDFX pays higher dividends than FUEPX: INDFX (1.81) vs FUEPX (0.82). FUEPX was incepted earlier than INDFX: FUEPX (5 years) vs INDFX (6 years). INDFX (0.99) is less costly to investors than FUEPX (0.59). FUEPX is a more actively managed with annual turnover of: 35.00 vs. INDFX (8.00). FUEPX has a lower initial minimum investment than INDFX: FUEPX (250) vs INDFX (1000000). FUEPX annual gain was more profitable for investors over the last year : 11.71 vs. INDFX (4.69).
| FUEPX | INDFX | FUEPX / INDFX | |
| Total Expense Ratio | 0.59 | 0.99 | 60% |
| Annual Report Gross Expense Ratio | 0.59 | 0.99 | 60% |
| Fund Existence | 5 years | 6 years | - |
| Gain YTD | 22.713 | 17.764 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.5B | 9,206% |
| Annual Yield % from dividends | 0.82 | 1.81 | 45% |
| Returns for 1 year | 11.71 | 4.69 | 250% |
| Returns for 3 years | 53.92 | 26.15 | 206% |
| Returns for 5 years | N/A | -8.52 | - |
| Returns for 10 years | N/A | N/A | - |