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AEGFX vs FIVFX
AEGFX vs FIVFX Comparison
Open Charts AEGFX vs FIVFX
American Funds EUPAC F1
Price$61.18
Change-$0.32 (-0.52%)
VolumeN/A
Net Assets135.06B
Fidelity International Capital Apprec
Price$29.73
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets4.31B
AEGFX vs FIVFX Comparison Chart in %
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AEGFX vs. FIVFX commentary
Jul 28, 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 Hold and FIVFX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 135B 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 (35.00). FIVFX has a lower initial minimum investment than AEGFX: FIVFX (0) vs AEGFX (250). AEGFX annual gain was more profitable for investors over the last year : 9.75 vs. FIVFX (6.63). FIVFX return over 5 years is better than : 25.34 vs. AEGFX (14.71).
| 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 | 14.441 | 8.815 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 4.31B | 3,132% |
| Annual Yield % from dividends | 0.67 | 0.64 | 105% |
| Returns for 1 year | 9.75 | 6.63 | 147% |
| Returns for 3 years | 29.95 | 43.90 | 68% |
| Returns for 5 years | 14.71 | 25.34 | 58% |
| Returns for 10 years | 28.55 | 74.56 | 38% |
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