Interact to see
Advertisement
Advertisement
AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
American Funds EUPAC F2
Price$60.28
Change-$0.05 (-0.08%)
VolumeN/A
Net Assets134.15B
Fidelity Advisor Intl Cap App Z
Price$36.16
Change-$0.02 (-0.06%)
VolumeN/A
Net Assets15.66B
AEPFX vs FIDZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. FIDZX commentary
Dec 25, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FIDZX (15.7B). AEPFX pays higher dividends than FIDZX: AEPFX (0.81) vs FIDZX (0.73). 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). FIDZX (11.46) and AEPFX (11.28) have marching annual gain over last year. FIDZX return over 5 years is better than : 27.22 vs. AEPFX (-5.40).
| 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 | 12.547 | 13.133 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 15.7B | 854% |
| Annual Yield % from dividends | 0.81 | 0.73 | 111% |
| Returns for 1 year | 11.28 | 11.46 | 98% |
| Returns for 3 years | 27.59 | 56.63 | 49% |
| Returns for 5 years | -5.40 | 27.22 | -20% |
| Returns for 10 years | 45.84 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers