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AEGFX vs IDVSX
AEGFX vs IDVSX Comparison
Open Charts AEGFX vs IDVSX
American Funds EUPAC F1
Price$65.41
Change+$0.52 (+0.80%)
VolumeN/A
Net Assets134.15B
Morgan Stanley Inst Intl Advtg R6
Price$27.87
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets2.72B
AEGFX vs IDVSX Comparison Chart in %
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AEGFX vs. IDVSX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEGFX has more cash in the bank: 134B vs. IDVSX (2.72B). AEGFX pays higher dividends than IDVSX: AEGFX (0.62) 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 (12.42) and AEGFX (12.39) have marching annual gain over last year. IDVSX return over 5 years is better than : 7.75 vs. AEGFX (2.42).
| 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 | 21.156 | 14.938 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 2.72B | 4,923% |
| Annual Yield % from dividends | 0.62 | 0.22 | 290% |
| Returns for 1 year | 12.39 | 12.42 | 100% |
| Returns for 3 years | 29.59 | 33.58 | 88% |
| Returns for 5 years | 2.42 | 7.75 | 31% |
| Returns for 10 years | 42.21 | N/A | - |
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