Interact to see
Advertisement
Advertisement
AEPFX vs FAOIX
AEPFX vs FAOIX Comparison
Open Charts AEPFX vs FAOIX
American Funds EUPAC F2
Price$63.80
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets135.04B
Fidelity Advisor Overseas I
Price$38.22
Change+$0.40 (+1.06%)
VolumeN/A
Net Assets458.96M
AEPFX vs FAOIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. FAOIX commentary
Sep 27, 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 Hold and FAOIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. FAOIX (459M). FAOIX pays higher dividends than AEPFX: FAOIX (1.40) vs AEPFX (0.85). AEPFX was incepted earlier than FAOIX: AEPFX (17 years) vs FAOIX (30 years). FAOIX (0.77) is less costly to investors than AEPFX (0.58). AEPFX (35.00) and FAOIX (34.00) have comparable annual turnover. 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 : 6.89 vs. AEPFX (5.61). FAOIX return over 5 years is better than : 50.02 vs. AEPFX (19.25).
| AEPFX | FAOIX | AEPFX / FAOIX | |
| Total Expense Ratio | 0.58 | 0.77 | 75% |
| Annual Report Gross Expense Ratio | 0.58 | 0.77 | 75% |
| Fund Existence | 17 years | 30 years | - |
| Gain YTD | 18.745 | 18.597 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 459M | 29,412% |
| Annual Yield % from dividends | 0.85 | 1.40 | 61% |
| Returns for 1 year | 5.61 | 6.89 | 81% |
| Returns for 3 years | 53.37 | 75.84 | 70% |
| Returns for 5 years | 19.25 | 50.02 | 38% |
| Returns for 10 years | 58.16 | 93.52 | 62% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SLYV | 88.40 | 1.03 | +1.18% |
| SPDR® S&P 600 Small Cap Value ETF | |||
| FNGG | 242.11 | 2.10 | +0.87% |
| Direxion Daily NYSE FANG+ Bull 2X Shares | |||
| XHYD | 38.51 | N/A | N/A |
| BondBloxx US HY Cnsmr N-Cyclcls Sctr ETF | |||
| TRSY | 30.16 | N/A | N/A |
| Xtrackers US 0-1 Year Treasury ETF | |||
| ETO | 27.17 | -0.07 | -0.24% |
| Eaton Vance Tax-Advantaged Global Div Oppor Fund | |||