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AEPFX vs FDVIX
AEPFX vs FDVIX Comparison
Open Charts AEPFX vs FDVIX
American Funds EUPAC F2
Price$62.11
Change+$0.32 (+0.52%)
VolumeN/A
Net Assets132.86B
Fidelity Advisor Diversified Intl I
Price$30.09
Change+$0.10 (+0.33%)
VolumeN/A
Net Assets1.55B
AEPFX vs FDVIX Comparison Chart in %
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AEPFX vs. FDVIX commentary
Sep 07, 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 FDVIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FDVIX (1.55B). FDVIX pays higher dividends than AEPFX: FDVIX (1.51) vs AEPFX (0.85). 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). AEPFX is a more actively managed with annual turnover of: 35.00 vs. FDVIX (33.00). 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 : 9.39 vs. AEPFX (8.92). FDVIX return over 5 years is better than : 20.17 vs. AEPFX (14.67).
| 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 | 15.963 | 18.558 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 1.55B | 8,592% |
| Annual Yield % from dividends | 0.85 | 1.51 | 56% |
| Returns for 1 year | 8.92 | 9.39 | 95% |
| Returns for 3 years | 38.00 | 43.98 | 86% |
| Returns for 5 years | 14.67 | 20.17 | 73% |
| Returns for 10 years | 47.81 | 58.81 | 81% |
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