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AEPCX vs FIVFX
AEPCX vs FIVFX Comparison
Open Charts AEPCX vs FIVFX
American Funds EUPAC C
Price$58.83
Change-$0.31 (-0.52%)
VolumeN/A
Net Assets135.06B
Fidelity International Capital Apprec
Price$29.73
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets4.31B
AEPCX vs FIVFX Comparison Chart in %
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AEPCX vs. FIVFX commentary
Jul 28, 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 Hold and FIVFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 135B vs. FIVFX (4.31B). FIVFX pays higher dividends than AEPCX: FIVFX (0.64) vs AEPCX (0.17). AEPCX was incepted earlier than FIVFX: AEPCX (24 years) vs FIVFX (31 years). AEPCX (1.57) is less costly to investors than FIVFX (0.84). FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEPCX (35.00). FIVFX has a lower initial minimum investment than AEPCX: FIVFX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 8.73 vs. FIVFX (6.63). FIVFX return over 5 years is better than : 25.34 vs. AEPCX (10.77).
| AEPCX | FIVFX | AEPCX / FIVFX | |
| Total Expense Ratio | 1.57 | 0.84 | 187% |
| Annual Report Gross Expense Ratio | 1.57 | 0.84 | 187% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 13.857 | 8.815 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 4.31B | 3,132% |
| Annual Yield % from dividends | 0.17 | 0.64 | 26% |
| Returns for 1 year | 8.73 | 6.63 | 132% |
| Returns for 3 years | 27.41 | 43.90 | 62% |
| Returns for 5 years | 10.77 | 25.34 | 43% |
| Returns for 10 years | 23.39 | 74.56 | 31% |
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