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AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
American Funds EUPAC F2
Price$63.80
Change+$0.20 (+0.31%)
VolumeN/A
Net Assets135.4B
Fidelity Advisor Intl Cap App Z
Price$37.70
Change+$0.17 (+0.45%)
VolumeN/A
Net Assets15.44B
AEPFX vs FIDZX Comparison Chart in %
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AEPFX vs. FIDZX commentary
Sep 28, 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: 135B vs. FIDZX (15.4B). AEPFX pays higher dividends than FIDZX: AEPFX (0.85) vs FIDZX (0.72). 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 annual gain was more profitable for investors over the last year : 9.47 vs. AEPFX (5.94). FIDZX return over 5 years is better than : 47.07 vs. AEPFX (19.62).
| 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 | 19.119 | 17.886 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 15.4B | 877% |
| Annual Yield % from dividends | 0.85 | 0.72 | 119% |
| Returns for 1 year | 5.94 | 9.47 | 63% |
| Returns for 3 years | 53.86 | 84.95 | 63% |
| Returns for 5 years | 19.62 | 47.07 | 42% |
| Returns for 10 years | 58.66 | N/A | - |
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