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AEGFX vs FIVFX
AEGFX vs FIVFX Comparison
Open Charts AEGFX vs FIVFX
American Funds EUPAC F1
Price$58.70
Change-$0.79 (-1.33%)
VolumeN/A
Net Assets132.56B
Fidelity International Capital Apprec
Price$31.40
Change-$0.53 (-1.66%)
VolumeN/A
Net Assets4.09B
AEGFX vs FIVFX Comparison Chart
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AEGFX vs. FIVFX commentary
Jun 16, 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: 133B vs. FIVFX (4.09B). AEGFX pays higher dividends than FIVFX: AEGFX (1.00) vs FIVFX (0.66). 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 : 10.01 vs. AEGFX (3.51). FIVFX return over 5 years is better than : 44.74 vs. AEGFX (18.85).
| 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 | 9.802 | 14.016 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 4.09B | 3,250% |
| Annual Yield % from dividends | 1.00 | 0.66 | 151% |
| Returns for 1 year | 3.51 | 10.01 | 35% |
| Returns for 3 years | 25.77 | 61.92 | 42% |
| Returns for 5 years | 18.85 | 44.74 | 42% |
| Returns for 10 years | 21.70 | 83.85 | 26% |
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