Interact to see
Advertisement
Advertisement
AEGFX vs FCPAX
AEGFX vs FCPAX Comparison
Open Charts AEGFX vs FCPAX
American Funds EUPAC F1
Price$60.42
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.48B
Fidelity Advisor Intl Capl App A
Price$35.13
Change+$0.19 (+0.54%)
VolumeN/A
Net Assets11.17B
AEGFX vs FCPAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEGFX vs. FCPAX commentary
Jul 07, 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 AEGFX is a Buy and FCPAX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. FCPAX (11.2B). AEGFX pays higher dividends than FCPAX: AEGFX (0.67) vs FCPAX (0.45). AEGFX was incepted earlier than FCPAX: AEGFX (24 years) vs FCPAX (28 years). FCPAX (1.12) is less costly to investors than AEGFX (0.86). FCPAX is a more actively managed with annual turnover of: 63.00 vs. AEGFX (30.00). FCPAX has a lower initial minimum investment than AEGFX: FCPAX (0) vs AEGFX (250). FCPAX annual gain was more profitable for investors over the last year : 16.85 vs. AEGFX (5.20). FCPAX return over 5 years is better than : 55.83 vs. AEGFX (16.84).
| AEGFX | FCPAX | AEGFX / FCPAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.86 | 1.12 | 77% |
| Fund Existence | 24 years | 28 years | - |
| Gain YTD | 13.019 | 18.602 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 11.2B | 1,196% |
| Annual Yield % from dividends | 0.67 | 0.45 | 148% |
| Returns for 1 year | 5.20 | 16.85 | 31% |
| Returns for 3 years | 29.67 | 69.41 | 43% |
| Returns for 5 years | 16.84 | 55.83 | 30% |
| Returns for 10 years | 27.31 | 129.69 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| MSOX | 2.85 | 0.05 | +1.79% |
| AdvisorShares MSOS Daily Leveraged ETF | |||
| TMFC | 64.92 | 0.62 | +0.96% |
| Motley Fool 100 ETF | |||
| DMAX | 25.88 | 0.06 | +0.21% |
| iShares Large Cap Max Buffer Dec ETF | |||
| ICLO | 25.63 | 0.02 | +0.08% |
| Invesco AAA CLO Floating Rate Note ETF | |||
| DTF | 11.26 | 0.01 | +0.04% |
| DTF Tax-Free Income 2028 Term Fund | |||