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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$63.02
Change+$0.01 (+0.02%)
VolumeN/A
Net Assets134.63B
Fidelity Advisor Diversified Intl I
Price$29.53
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets1.65B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Jan 15, 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 Hold and FDVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. FDVIX (1.65B). AEPFX pays higher dividends than FDVIX: AEPFX (2.91) vs FDVIX (1.54). 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). AEPFX annual gain was more profitable for investors over the last year : 21.25 vs. FDVIX (18.12). FDVIX return over 5 years is better than : 4.81 vs. AEPFX (-1.76).
| 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 | 4.424 | 3.624 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 1.65B | 8,162% |
| Annual Yield % from dividends | 2.91 | 1.54 | 188% |
| Returns for 1 year | 21.25 | 18.12 | 117% |
| Returns for 3 years | 27.83 | 28.35 | 98% |
| Returns for 5 years | -1.76 | 4.81 | -37% |
| Returns for 10 years | 74.04 | 72.52 | 102% |
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