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AEGFX vs IDVSX
AEGFX vs IDVSX Comparison
Open Charts AEGFX vs IDVSX
American Funds EUPAC F1
Price$64.92
Change-$0.27 (-0.41%)
VolumeN/A
Net Assets137.06B
Morgan Stanley Inst Intl Advtg R6
Price$28.36
Change+$0.28 (+1.00%)
VolumeN/A
Net Assets2.77B
AEGFX vs IDVSX Comparison Chart in %
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AEGFX vs. IDVSX commentary
Oct 19, 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 IDVSX is a Hold.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 137B vs. IDVSX (2.77B). AEGFX pays higher dividends than IDVSX: AEGFX (0.63) vs IDVSX (0.22). AEGFX was incepted earlier than IDVSX: AEGFX (25 years) vs IDVSX (7 years). IDVSX (0.89) and AEGFX (0.86) have similar cost to investors . AEGFX is a more actively managed with annual turnover of: 35.00 vs. IDVSX (26.00). AEGFX has a lower initial minimum investment than IDVSX: AEGFX (250) vs IDVSX (5000000). IDVSX annual gain was more profitable for investors over the last year : 14.37 vs. AEGFX (11.04). AEGFX (13.82) and IDVSX (13.36) have equivalent 5 years return.
| AEGFX | IDVSX | AEGFX / IDVSX | |
| Total Expense Ratio | 0.86 | 0.89 | 97% |
| Annual Report Gross Expense Ratio | 0.86 | 0.89 | 97% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 21.437 | 16.515 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.77B | 4,951% |
| Annual Yield % from dividends | 0.63 | 0.22 | 292% |
| Returns for 1 year | 11.04 | 14.37 | 77% |
| Returns for 3 years | 48.71 | 59.64 | 82% |
| Returns for 5 years | 13.82 | 13.36 | 103% |
| Returns for 10 years | 42.45 | N/A | - |
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