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AEPCX vs FIVFX
AEPCX vs FIVFX Comparison
Open Charts AEPCX vs FIVFX
American Funds EUPAC C
Price$56.50
Change-$0.76 (-1.33%)
VolumeN/A
Net Assets132.56B
Fidelity International Capital Apprec
Price$31.40
Change-$0.53 (-1.66%)
VolumeN/A
Net Assets4.09B
AEPCX vs FIVFX Comparison Chart
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AEPCX vs. FIVFX commentary
Jun 16, 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 FIVFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. FIVFX (4.09B). FIVFX pays higher dividends than AEPCX: FIVFX (0.66) vs AEPCX (0.32). AEPCX was incepted earlier than FIVFX: AEPCX (24 years) vs FIVFX (31 years). AEPCX (1.59) is less costly to investors than FIVFX (0.84). FIVFX is a more actively managed with annual turnover of: 78.00 vs. AEPCX (30.00). FIVFX has a lower initial minimum investment than AEPCX: FIVFX (0) vs AEPCX (250). FIVFX annual gain was more profitable for investors over the last year : 10.01 vs. AEPCX (2.57). FIVFX return over 5 years is better than : 44.74 vs. AEPCX (14.79).
| AEPCX | FIVFX | AEPCX / FIVFX | |
| Total Expense Ratio | 1.59 | 0.84 | 189% |
| Annual Report Gross Expense Ratio | 1.59 | 0.84 | 189% |
| Fund Existence | 24 years | 31 years | - |
| Gain YTD | 9.348 | 14.016 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 4.09B | 3,250% |
| Annual Yield % from dividends | 0.32 | 0.66 | 49% |
| Returns for 1 year | 2.57 | 10.01 | 26% |
| Returns for 3 years | 23.34 | 61.92 | 38% |
| Returns for 5 years | 14.79 | 44.74 | 33% |
| Returns for 10 years | 16.82 | 83.85 | 20% |
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