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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds EUPAC C
Price$62.33
Change-$0.26 (-0.42%)
VolumeN/A
Net Assets137.72B
Fidelity Advisor Diversified Intl A
Price$30.42
Change-$0.07 (-0.23%)
VolumeN/A
Net Assets1.6B
AEPCX vs FDVAX Comparison Chart in %
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AEPCX vs. FDVAX 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 AEPCX is a Buy and FDVAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 138B vs. FDVAX (1.6B). FDVAX pays higher dividends than AEPCX: FDVAX (1.30) vs AEPCX (0.16). AEPCX was incepted earlier than FDVAX: AEPCX (25 years) vs FDVAX (27 years). AEPCX (1.57) is less costly to investors than FDVAX (1.12). FDVAX is a more actively managed with annual turnover of: 37.00 vs. AEPCX (35.00). FDVAX has a lower initial minimum investment than AEPCX: FDVAX (0) vs AEPCX (250). FDVAX annual gain was more profitable for investors over the last year : 10.62 vs. AEPCX (10.02). FDVAX return over 5 years is better than : 19.48 vs. AEPCX (9.92).
| AEPCX | FDVAX | AEPCX / FDVAX | |
| Total Expense Ratio | 1.57 | 1.12 | 140% |
| Annual Report Gross Expense Ratio | 1.57 | 1.12 | 140% |
| Fund Existence | 25 years | 27 years | - |
| Gain YTD | 20.631 | 22.944 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 1.6B | 8,614% |
| Annual Yield % from dividends | 0.16 | 1.30 | 12% |
| Returns for 1 year | 10.02 | 10.62 | 94% |
| Returns for 3 years | 45.85 | 55.67 | 82% |
| Returns for 5 years | 9.92 | 19.48 | 51% |
| Returns for 10 years | 36.76 | 59.01 | 62% |
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