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AEGFX vs FIVFX
AEGFX vs FIVFX Comparison
Open Charts AEGFX vs FIVFX
American Funds EUPAC F1
Price$60.42
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.48B
Fidelity International Capital Apprec
Price$32.70
Change+$0.18 (+0.55%)
VolumeN/A
Net Assets4.31B
AEGFX vs FIVFX Comparison Chart in %
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AEGFX vs. FIVFX commentary
Jul 06, 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 FIVFX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. FIVFX (4.31B). AEGFX pays higher dividends than FIVFX: AEGFX (0.67) vs FIVFX (0.64). AEGFX was incepted earlier than FIVFX: AEGFX (24 years) vs FIVFX (31 years). AEGFX (0.86) and FIVFX (0.84) have similar cost to investors . FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEGFX (30.00). FIVFX has a lower initial minimum investment than AEGFX: FIVFX (0) vs AEGFX (250). FIVFX annual gain was more profitable for investors over the last year : 13.31 vs. AEGFX (5.20). FIVFX return over 5 years is better than : 43.35 vs. AEGFX (16.84).
| AEGFX | FIVFX | AEGFX / FIVFX | |
| Total Expense Ratio | 0.86 | 0.84 | 102% |
| Annual Report Gross Expense Ratio | 0.86 | 0.84 | 102% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 13.019 | 18.736 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 4.31B | 3,109% |
| Annual Yield % from dividends | 0.67 | 0.64 | 105% |
| Returns for 1 year | 5.20 | 13.31 | 39% |
| Returns for 3 years | 29.67 | 65.34 | 45% |
| Returns for 5 years | 16.84 | 43.35 | 39% |
| Returns for 10 years | 27.31 | 93.03 | 29% |
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