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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$65.71
Change+$0.52 (+0.80%)
VolumeN/A
Net Assets134.15B
Fidelity Advisor Diversified Intl I
Price$31.62
Change+$0.19 (+0.60%)
VolumeN/A
Net Assets1.61B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Dec 05, 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 FDVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FDVIX (1.62B). FDVIX pays higher dividends than AEPFX: FDVIX (1.45) vs AEPFX (0.81). AEPFX was incepted earlier than FDVIX: AEPFX (17 years) vs FDVIX (27 years). FDVIX (0.87) is less costly to investors than AEPFX (0.58). FDVIX is a more actively managed with annual turnover of: 37.00 vs. AEPFX (35.00). FDVIX has a lower initial minimum investment than AEPFX: FDVIX (0) vs AEPFX (250). FDVIX annual gain was more profitable for investors over the last year : 13.73 vs. AEPFX (12.96). FDVIX return over 5 years is better than : 15.84 vs. AEPFX (5.43).
| AEPFX | FDVIX | AEPFX / FDVIX | |
| Total Expense Ratio | 0.58 | 0.87 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.87 | 67% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | 22.685 | 24.586 | 92% |
| Front Load | N/A | N/A | - |
| 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 | 1.45 | 56% |
| Returns for 1 year | 12.96 | 13.73 | 94% |
| Returns for 3 years | 33.48 | 36.83 | 91% |
| Returns for 5 years | 5.43 | 15.84 | 34% |
| Returns for 10 years | 51.67 | 63.43 | 81% |
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