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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$63.77
Change-$1.68 (-2.57%)
VolumeN/A
Net Assets134.63B
Fidelity Advisor Diversified Intl I
Price$30.13
Change-$1.18 (-3.77%)
VolumeN/A
Net Assets1.74B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Feb 05, 2026
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: 135B vs. FDVIX (1.74B). AEPFX pays higher dividends than FDVIX: AEPFX (2.77) vs FDVIX (1.47). AEPFX was incepted earlier than FDVIX: AEPFX (18 years) vs FDVIX (27 years). FDVIX (0.86) is less costly to investors than AEPFX (0.58). FDVIX is a more actively managed with annual turnover of: 46.00 vs. AEPFX (35.00). FDVIX has a lower initial minimum investment than AEPFX: FDVIX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 18.64 vs. FDVIX (16.14). FDVIX return over 5 years is better than : 6.73 vs. AEPFX (-1.75).
| AEPFX | FDVIX | AEPFX / FDVIX | |
| Total Expense Ratio | 0.58 | 0.86 | 67% |
| Annual Report Gross Expense Ratio | 0.58 | 0.86 | 67% |
| Fund Existence | 18 years | 27 years | - |
| Gain YTD | 5.667 | 6.193 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.74B | 7,759% |
| Annual Yield % from dividends | 2.77 | 1.47 | 188% |
| Returns for 1 year | 18.64 | 16.14 | 116% |
| Returns for 3 years | 26.58 | 28.64 | 93% |
| Returns for 5 years | -1.75 | 6.73 | -26% |
| Returns for 10 years | 76.37 | 77.19 | 99% |
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