Interact to see
Advertisement
Advertisement
AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
American Funds EUPAC F2
Price$66.99
Change+$0.50 (+0.75%)
VolumeN/A
Net Assets138.09B
Fidelity Advisor Intl Cap App Z
Price$38.09
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets16.03B
AEPFX vs FIDZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. FIDZX commentary
Nov 14, 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 FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 138B vs. FIDZX (16B). AEPFX pays higher dividends than FIDZX: AEPFX (0.80) vs FIDZX (0.71). AEPFX was incepted earlier than FIDZX: AEPFX (17 years) vs FIDZX (9 years). FIDZX (0.75) is less costly to investors than AEPFX (0.58). FIDZX is a more actively managed with annual turnover of: 63.00 vs. AEPFX (35.00). FIDZX has a lower initial minimum investment than AEPFX: FIDZX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 17.54 vs. FIDZX (15.49). FIDZX return over 5 years is better than : 38.39 vs. AEPFX (13.41).
| AEPFX | FIDZX | AEPFX / FIDZX | |
| Total Expense Ratio | 0.58 | 0.75 | 77% |
| Annual Report Gross Expense Ratio | 0.58 | 0.75 | 77% |
| Fund Existence | 17 years | 9 years | - |
| Gain YTD | 25.075 | 18.386 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 138B | 16B | 863% |
| Annual Yield % from dividends | 0.80 | 0.71 | 113% |
| Returns for 1 year | 17.54 | 15.49 | 113% |
| Returns for 3 years | 39.71 | 57.58 | 69% |
| Returns for 5 years | 13.41 | 38.39 | 35% |
| Returns for 10 years | 57.09 | N/A | - |
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 % |
| SMDX | 22.57 | 0.09 | +0.40% |
| Intech S&P Small-Mid Cap Diversified Alpha ETF | |||
| VICE | 33.04 | 0.01 | +0.04% |
| AdvisorShares Vice ETF | |||
| RFDA | 63.92 | -0.08 | -0.12% |
| RiverFront Dynamic US Dividend Advtg ETF | |||
| IBHH | 23.66 | -0.03 | -0.13% |
| iShares iBonds 2028 Term HY & Inc ETF | |||
| IXC | 42.96 | -0.44 | -1.01% |
| iShares Global Energy ETF | |||