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AEPFX vs FADIX
AEPFX vs FADIX Comparison
Open Charts AEPFX vs FADIX
American Funds EUPAC F2
Price$60.63
Change+$0.13 (+0.21%)
VolumeN/A
Net Assets134.48B
Fidelity Advisor Diversified Intl M
Price$29.00
Change+$0.08 (+0.28%)
VolumeN/A
Net Assets1.58B
AEPFX vs FADIX Comparison Chart in %
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AEPFX vs. FADIX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FADIX (1.58B). FADIX pays higher dividends than AEPFX: FADIX (1.13) vs AEPFX (0.87). AEPFX was incepted earlier than FADIX: AEPFX (17 years) vs FADIX (27 years). FADIX (1.37) is less costly to investors than AEPFX (0.57). FADIX is a more actively managed with annual turnover of: 33.00 vs. AEPFX (30.00). FADIX has a lower initial minimum investment than AEPFX: FADIX (0) vs AEPFX (250). FADIX annual gain was more profitable for investors over the last year : 9.15 vs. AEPFX (5.52). FADIX return over 5 years is better than : 24.15 vs. AEPFX (20.04).
| AEPFX | FADIX | AEPFX / FADIX | |
| Total Expense Ratio | 0.57 | 1.37 | 42% |
| Annual Report Gross Expense Ratio | 0.57 | 1.37 | 42% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 13.200 | 18.416 | 72% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.58B | 8,508% |
| Annual Yield % from dividends | 0.87 | 1.13 | 77% |
| Returns for 1 year | 5.52 | 9.15 | 60% |
| Returns for 3 years | 32.27 | 39.49 | 82% |
| Returns for 5 years | 20.04 | 24.15 | 83% |
| Returns for 10 years | 34.44 | 45.21 | 76% |
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