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AEPFX vs FTADX
AEPFX vs FTADX Comparison
Open Charts AEPFX vs FTADX
American Funds EUPAC F2
Price$58.89
Change-$0.80 (-1.34%)
VolumeN/A
Net Assets132.56B
Fidelity Advisor International Discv M
Price$54.54
Change-$0.68 (-1.23%)
VolumeN/A
Net Assets10.88B
AEPFX vs FTADX Comparison Chart
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AEPFX vs. FTADX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 133B vs. FTADX (10.9B). FTADX pays higher dividends than AEPFX: FTADX (2.06) vs AEPFX (1.27). AEPFX was incepted earlier than FTADX: AEPFX (17 years) vs FTADX (20 years). FTADX (1.12) is less costly to investors than AEPFX (0.57). FTADX is a more actively managed with annual turnover of: 44.00 vs. AEPFX (30.00). 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 : 13.31 vs. AEPFX (3.81). FTADX return over 5 years is better than : 36.56 vs. AEPFX (22.11).
| AEPFX | FTADX | AEPFX / FTADX | |
| Total Expense Ratio | 0.57 | 1.12 | 51% |
| Annual Report Gross Expense Ratio | 0.57 | 1.12 | 51% |
| Fund Existence | 17 years | 20 years | - |
| Gain YTD | 9.951 | 15.698 | 63% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 10.9B | 1,220% |
| Annual Yield % from dividends | 1.27 | 2.06 | 62% |
| Returns for 1 year | 3.81 | 13.31 | 29% |
| Returns for 3 years | 28.26 | 47.51 | 59% |
| Returns for 5 years | 22.11 | 36.56 | 60% |
| Returns for 10 years | 28.52 | 41.47 | 69% |