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AEPFX vs FAOIX
AEPFX vs FAOIX Comparison
Open Charts AEPFX vs FAOIX
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets134.41B
Fidelity Advisor Overseas I
Price$37.49
Change-$0.62 (-1.63%)
VolumeN/A
Net Assets453.66M
AEPFX vs FAOIX Comparison Chart
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AEPFX vs. FAOIX commentary
Jun 14, 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 FAOIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FAOIX (454M). FAOIX pays higher dividends than AEPFX: FAOIX (1.42) vs AEPFX (1.27). AEPFX was incepted earlier than FAOIX: AEPFX (17 years) vs FAOIX (30 years). FAOIX (0.77) is less costly to investors than AEPFX (0.57). FAOIX is a more actively managed with annual turnover of: 34.00 vs. AEPFX (30.00). FAOIX has a lower initial minimum investment than AEPFX: FAOIX (0) vs AEPFX (250). FAOIX annual gain was more profitable for investors over the last year : 14.35 vs. AEPFX (3.81). FAOIX return over 5 years is better than : 62.93 vs. AEPFX (22.11).
| AEPFX | FAOIX | AEPFX / FAOIX | |
| Total Expense Ratio | 0.57 | 0.77 | 74% |
| Annual Report Gross Expense Ratio | 0.57 | 0.77 | 74% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | 9.951 | 18.317 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 454M | 29,515% |
| Annual Yield % from dividends | 1.27 | 1.42 | 90% |
| Returns for 1 year | 3.81 | 14.35 | 27% |
| Returns for 3 years | 28.26 | 59.17 | 48% |
| Returns for 5 years | 22.11 | 62.93 | 35% |
| Returns for 10 years | 28.52 | 70.11 | 41% |
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