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AEGFX vs FZAIX
AEGFX vs FZAIX Comparison
Open Charts AEGFX vs FZAIX
American Funds EUPAC F1
Price$60.42
Change+$0.13 (+0.22%)
VolumeN/A
Net Assets134.48B
Fidelity Advisor International Discv Z
Price$56.56
Change+$0.13 (+0.23%)
VolumeN/A
Net Assets11.3B
AEGFX vs FZAIX Comparison Chart in %
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AEGFX vs. FZAIX 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. FZAIX (11.3B). FZAIX pays higher dividends than AEGFX: FZAIX (2.56) vs AEGFX (0.67). AEGFX was incepted earlier than FZAIX: AEGFX (24 years) vs FZAIX (12 years). AEGFX (0.86) is less costly to investors than FZAIX (0.50). FZAIX is a more actively managed with annual turnover of: 44.00 vs. AEGFX (30.00). FZAIX has a lower initial minimum investment than AEGFX: FZAIX (0) vs AEGFX (250). FZAIX annual gain was more profitable for investors over the last year : 15.07 vs. AEGFX (5.20). FZAIX return over 5 years is better than : 38.71 vs. AEGFX (16.84).
| AEGFX | FZAIX | AEGFX / FZAIX | |
| Total Expense Ratio | 0.86 | 0.50 | 172% |
| Annual Report Gross Expense Ratio | 0.86 | 0.50 | 172% |
| Fund Existence | 24 years | 12 years | - |
| Gain YTD | 13.019 | 18.799 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 11.3B | 1,186% |
| Annual Yield % from dividends | 0.67 | 2.56 | 26% |
| Returns for 1 year | 5.20 | 15.07 | 35% |
| Returns for 3 years | 29.67 | 54.52 | 54% |
| Returns for 5 years | 16.84 | 38.71 | 44% |
| Returns for 10 years | 27.31 | 51.70 | 53% |
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