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AEPFX vs FTADX
AEPFX vs FTADX Comparison
Open Charts AEPFX vs FTADX
American Funds EUPAC F2
Price$63.40
Change-$0.37 (-0.58%)
VolumeN/A
Net Assets134.63B
Fidelity Advisor International Discv M
Price$59.26
Change-$0.78 (-1.30%)
VolumeN/A
Net Assets12.49B
AEPFX vs FTADX Comparison Chart in %
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AEPFX vs. FTADX commentary
Feb 06, 2026
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 Hold and FTADX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 135B vs. FTADX (12.5B). AEPFX pays higher dividends than FTADX: AEPFX (2.77) vs FTADX (2.39). AEPFX was incepted earlier than FTADX: AEPFX (18 years) vs FTADX (21 years). FTADX (1.20) is less costly to investors than AEPFX (0.58). FTADX is a more actively managed with annual turnover of: 54.00 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 : 25.43 vs. AEPFX (16.50). FTADX return over 5 years is better than : 19.66 vs. AEPFX (-3.15).
| AEPFX | FTADX | AEPFX / FTADX | |
| Total Expense Ratio | 0.58 | 1.20 | 48% |
| Annual Report Gross Expense Ratio | 0.58 | 1.20 | 48% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 5.054 | 6.985 | 72% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 135B | 12.5B | 1,080% |
| Annual Yield % from dividends | 2.77 | 2.39 | 116% |
| Returns for 1 year | 16.50 | 25.43 | 65% |
| Returns for 3 years | 25.84 | 52.38 | 49% |
| Returns for 5 years | -3.15 | 19.66 | -16% |
| Returns for 10 years | 75.35 | 85.78 | 88% |
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