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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
American Funds EUPAC C
Price$60.32
Change+$0.03 (+0.05%)
VolumeN/A
Net Assets134.63B
Fidelity Advisor Diversified Intl A
Price$28.80
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets1.65B
AEPCX vs FDVAX Comparison Chart in %
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AEPCX vs. FDVAX commentary
Jan 16, 2026
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 Hold and FDVAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. FDVAX (1.65B). AEPCX pays higher dividends than FDVAX: AEPCX (2.26) vs FDVAX (1.36). 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). AEPCX annual gain was more profitable for investors over the last year : 18.43 vs. FDVAX (16.44). FDVAX return over 5 years is better than : 3.05 vs. AEPCX (-7.92).
| 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 | 4.414 | 3.867 | 114% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.65B | 8,162% |
| Annual Yield % from dividends | 2.26 | 1.36 | 166% |
| Returns for 1 year | 18.43 | 16.44 | 112% |
| Returns for 3 years | 23.20 | 27.16 | 85% |
| Returns for 5 years | -7.92 | 3.05 | -260% |
| Returns for 10 years | 56.38 | 69.08 | 82% |
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