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AEPFX vs FTADX
AEPFX vs FTADX Comparison
Open Charts AEPFX vs FTADX
American Funds EUPAC F2
Price$60.44
Change+$0.16 (+0.27%)
VolumeN/A
Net Assets134.15B
Fidelity Advisor International Discv M
Price$56.37
Change+$0.11 (+0.20%)
VolumeN/A
Net Assets11.8B
AEPFX vs FTADX Comparison Chart in %
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AEPFX vs. FTADX commentary
Dec 27, 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 FTADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 134B vs. FTADX (11.8B). FTADX pays higher dividends than AEPFX: FTADX (1.91) vs AEPFX (0.81). AEPFX was incepted earlier than FTADX: AEPFX (17 years) vs FTADX (21 years). FTADX (1.12) is less costly to investors than AEPFX (0.58). FTADX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (35.00). FTADX has a lower initial minimum investment than AEPFX: FTADX (0) vs AEPFX (250). FTADX annual gain was more profitable for investors over the last year : 18.64 vs. AEPFX (11.28). FTADX return over 5 years is better than : 15.87 vs. AEPFX (-5.40).
| AEPFX | FTADX | AEPFX / FTADX | |
| Total Expense Ratio | 0.58 | 1.12 | 52% |
| Annual Report Gross Expense Ratio | 0.58 | 1.12 | 52% |
| Fund Existence | 17 years | 21 years | - |
| Gain YTD | 12.547 | 19.347 | 65% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 11.8B | 1,136% |
| Annual Yield % from dividends | 0.81 | 1.91 | 42% |
| Returns for 1 year | 11.28 | 18.64 | 61% |
| Returns for 3 years | 27.59 | 49.35 | 56% |
| Returns for 5 years | -5.40 | 15.87 | -34% |
| Returns for 10 years | 45.84 | 52.61 | 87% |
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