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AEPFX vs FADIX
AEPFX vs FADIX Comparison
Open Charts AEPFX vs FADIX
American Funds EUPAC F2
Price$65.99
Change-$0.43 (-0.65%)
VolumeN/A
Net Assets134.15B
Fidelity Advisor Diversified Intl M
Price$26.81
Change-$4.10 (-13.26%)
VolumeN/A
Net Assets1.61B
AEPFX vs FADIX Comparison Chart in %
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AEPFX vs. FADIX commentary
Dec 13, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FADIX (1.62B). FADIX pays higher dividends than AEPFX: FADIX (1.09) vs AEPFX (0.81). 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). FADIX (14.83) and AEPFX (14.12) have marching annual gain over last year. FADIX return over 5 years is better than : 14.38 vs. AEPFX (6.60).
| 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 | 24.010 | 25.684 | 93% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 1.62B | 8,297% |
| Annual Yield % from dividends | 0.81 | 1.09 | 74% |
| Returns for 1 year | 14.12 | 14.83 | 95% |
| Returns for 3 years | 37.02 | 40.70 | 91% |
| Returns for 5 years | 6.60 | 14.38 | 46% |
| Returns for 10 years | 59.96 | 65.63 | 91% |
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