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AEPFX vs FADIX
AEPFX vs FADIX Comparison
Open Charts AEPFX vs FADIX
American Funds EUPAC F2
Price$66.06
Change+$0.87 (+1.33%)
VolumeN/A
Net Assets137.06B
Fidelity Advisor Diversified Intl M
Price$30.22
Change+$0.24 (+0.80%)
VolumeN/A
Net Assets1.6B
AEPFX vs FADIX Comparison Chart in %
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AEPFX vs. FADIX commentary
Oct 21, 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 AEPFX is a Buy and FADIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FADIX (1.6B). FADIX pays higher dividends than AEPFX: FADIX (1.10) vs AEPFX (0.82). AEPFX was incepted earlier than FADIX: AEPFX (17 years) vs FADIX (27 years). FADIX (1.37) is less costly to investors than AEPFX (0.58). FADIX is a more actively managed with annual turnover of: 37.00 vs. AEPFX (35.00). FADIX has a lower initial minimum investment than AEPFX: FADIX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 12.07 vs. FADIX (10.06). AEPFX (18.02) and FADIX (17.47) have equivalent 5 years return.
| AEPFX | FADIX | AEPFX / FADIX | |
| Total Expense Ratio | 0.58 | 1.37 | 42% |
| Annual Report Gross Expense Ratio | 0.58 | 1.37 | 42% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 23.338 | 22.417 | 104% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.6B | 8,552% |
| Annual Yield % from dividends | 0.82 | 1.10 | 75% |
| Returns for 1 year | 12.07 | 10.06 | 120% |
| Returns for 3 years | 53.31 | 53.97 | 99% |
| Returns for 5 years | 18.02 | 17.47 | 103% |
| Returns for 10 years | 50.04 | 56.42 | 89% |
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